Ashish Cii Email & Phone Number
Founder @ Wealth Math Labs
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Ashish Cii Location
- Maharashtra, India
Ashish Cii Work
- Founder @ (October 2023 - Present)
- Vice President - Private Client @ (June 2018 - September 2023)
- Private Wealth Advisor @ (July 2014 - June 2018)
- Offshore Wealth Manager @ Suisse Capital (July 2013 - February 2014)
- Private Wealth Manager @ (May 2011 - July 2013)
- Senior Relationship Manager @ (July 2010 - May 2011)
- Intern - Debt Management Officer @ (August 2007 - December 2007)
Ashish Cii Education
- Chartered Insurance Institute
Certificate in Insurance & Financial Services (Financial Services)
2017-2017 - Chartered Insurance Institute
Award in General Insurance (Financial Services)
2017-2017 - Chartered Insurance Institute
Award in Investment Planning (Financial Services)
2016-2016 - Chartered Insurance Institute
Award in Financial Planning (Financial services)
2015-2015 - thakur institute of management studies and research
Master of Business Administration - MBA (Marketing)
2008-2010 - GLS University 1991-2010
- National Institute of Securities Markets (NISM)
NISM XXI-A PORTFOLIO MANAGEMENT SERVICE ( PMS ) DISTRIBUTORS
- National Institute of Securities Markets (NISM)
NISM VA - MUTUAL FUND DISTRIBUTORS CERTIFICATE
- National Institute of Securities Markets (NISM)
NISM VIII - EQUITY DERIVATIVES CERTIFICATION
Ashish Cii Skills
- Marketing Strategy
- Equities
- Portfolio Management
- Wealth Management
- Mutual Funds
- Credit Risk
- Business Strategy
- Cross Selling
- Relationship Management
- Financial Analysis
- Investment Banking
- Retail Banking
- Investments
- Capital Markets
- Corporate Finance
- Strategic Financial Planning
- Team Management
- Financial Planning
Ashish Cii Summary
- Ashish Cii, based in Maharashtra, India, is currently a Founder at Wealth Math Labs. Ashish Cii brings experience from previous roles at Alchemy Capital Management Pvt Ltd, Nexus Insurance Brokers LLC and Suisse Capital. Ashish Cii holds a 2017 - 2017 Certificate in Insurance & Financial Services in Financial Services @ Chartered Insurance Institute. With a robust skill set that includes Marketing Strategy, Equities, Portfolio Management, Wealth Management, Mutual Funds and more. Ashish Cii has 2 emails and 1 mobile phone numbers on RocketReach.
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