Kartavya Bhushan

I am a results-driven finance and operations professional with hands-on experience in Indian public markets, equity research, portfolio oversight, and investor relations. I have worked with leading fintech and investment firms where I drove KPI-driven reporting, operational excellence, and cross-functional coordination.

At Invsto I supported senior management in executing investment strategies, led a 12-person data quality and compliance team, and initiated automation solutions to improve portfolio reporting and due diligence. At Zerodha I served as a central escalation point for client servicing, supported regulatory compliance, managed vendor relationships, and contributed to process streamlining.

I bring an entrepreneurial mindset, strong communication skills, technical acumen in Excel and Python, and a passion for transparent, client-aligned asset management. I am willing to relocate to Mumbai and thrive in fast-paced environments that value data-driven decision making and continuous improvement.