Open to opportunities

VRUSHABH DIWATE

@vrushabhdiwate

Message

I advise equity clients on portfolio management, asset allocation, and market-driven trading ideas.

India

Message

What I'm looking for

I'm looking to continue advising equity clients through portfolio management, investment strategy, asset allocation, and relationship-driven wealth management work.

I've advised equity clients at Nuvama Wealth and Mirae Asset Sharekhan, managing relationships and aligning portfolios with clients' financial goals.

I provide portfolio reviews, customized asset-allocation suggestions, long-term investment guidance, and short- and medium-term trading ideas. I have also executed trades for HNI and UHNI clients while tracking equity-market trends, derivatives data, options, rollovers, and arbitrage opportunities.

I'm trained in financial analysis, business valuation, forecasting, derivatives, SQL, and Tableau, and I bring analytical reasoning, communication, and collaborative working skills to client-facing financial services work.

Experience

Work history, roles, and key accomplishments

Wealth Manager

Mirae Assets Sharekhan

Mar 2024 - Jun 2025 (1 year 3 months)

Conducted comprehensive portfolio reviews and provided customized asset allocation suggestions. Managed relationships with existing clients, understanding their financial goals and needs, and executed trades for HNI and UHNI clients.

Portfolio Management Client Relationship Management Asset Allocation Trading

Wealth Manager

Nuvama Wealth

Mar 2023 - Mar 2024 (1 year)

Provided advice on equity portfolio management, long-term investments, and short/medium-term trading ideas. Stayed updated on market trends and research, including derivative data analysis for options, rollovers, and arbitrage.

Portfolio Management Derivatives Market Research

Education

Degrees, certifications, and relevant coursework

ITM Skills Academy, Mumbai

Post Graduate Program, Financial Services

2022 - 2023

Grade: 8.70 CGPA

Completed a Post Graduate Program in Financial Services from Mumbai University with a CGPA of 8.70.

St. Paul College, Mumbai

Bachelor of Banking & Insurance, Banking & Insurance

2016 - 2019

Grade: 6.44 CGPA

Earned a Bachelor of Banking & Insurance from Mumbai University with a CGPA of 6.44.

Imarticus Learning, Mumbai

Post Graduate Program, Financial Analysis

2025 -

Pursued a Post Graduation in Financial Analysis Program, covering business valuation, derivatives, capital budgeting, financial analysis, forecasting, financial products, SQL, and Tableau.