Swasthik Shetty
CFA lvl 2 Candidate
- Role
- Investment Data Executive at Chokhani Group
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Swasthik Shetty
Part of cultural forum core committee of Kj Somaiya college of Arts And Commerce Work here as a Public Relation Core deals with various sponsors and take actively part in various fest and also Aspiring Chartered Accountant
Experience
Investment Data Executive
Feb 2025 — Present · Mumbai, IN
Prepare detailed reports on investment portfolios and treasury activities, analyzing performance metrics to provide insights for decision-making.Utilize analytical skills to assess financial data trends, identify patterns, and generate actionable insights that support investment strategies.Work closely with finance teams and stakeholders to understand their data needs, providing insights that enhance operationalefficiency.
Education
The Institute of Chartered Accountants of India
cleared CPT in Dec 19
Somaiya Vidyavihar
Bachelor of Commerce - BCom
2018 — 2021
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