hitesh joshi

founder

About

An entrepreneur with over 6 years of experience in financial markets. At Investia finacial advisors, I head the Financial Advisory and Investment Management. I'm building Investia financial advisors into a business on financial Advisory and Investment Management. In its early stages, the business will provide great insights to young generation into what the world of money, and help on the way to making it happen for them. As an entrepreneur I have deep experience in setting up, managing and growing a Financial Services company. In the past, I have worked with Badjate with Financial Advisory related to Share Market for a particular set of Clients. Specialties: Financial Markets, Mutual Funds, Business Analysis, Strategy.

Country

india

City

bombay

Industry

capital markets

Skill

microsoft office, microsoft excel, internal audit, mutual funds, financial analysis, financial reporting, accounting, auditing, stock market, stock market analysis, microsoft word, management, powerpoint, sales, marketing, shares, investments, equities, financial markets, strategy, entrepreneurship

Experience

founder

arthshalaa

associate partner

investia financial advisors

2015-8 - Present · 11 yrs 2 mos

Investia Financial Advisors is into Financial Advisory and Investment Planning.Major services include Investment in Share Market through Direct Equities, Mutual Fund Investment and Investment in Tax Free Bonds, IPO, Etc. At Investia Financial Advisors as a associate partner I oversee the Investment Planning and Financial Advisory for our investors.

manager- preferred client group

badjate stock & shares pvt. ltd.

2014-11 - 2015-8 · 10 mos

At Badjate I had created a new set of clients and also handled a group of PCG (Preferred Client Group). The responsibilities include handling all the clients under me and adding more clients and servicing them and providing Financial Advisory related to Share Market and Mutual Funds Investment.

article assistant

v.k. surana & co. , chartered accountants , nagpur

2011-8 - 2014-7 · 3 yrs

* Handled, * Internal Audits * Statutory Audits * Management Audits * Stock & System Audit * Special Assignment

Education

chatrapati sahuji maharaj kanpur university, kanpur

2009-1 - 2012-1 · 3 yrs 1 mo

the institute of chartered accountants of india

2013-1 - 2014-1 · 1 yr 1 mo

Chartered Accountancy course at ICAI with 1 Month training for ITT and 1 Week for Orientation Programme and 3 Years training as article assistant with V K Surana & Co.