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Aditya Bavishi — Manager - Investment Advisory and Family Office · ASK Private Wealth · Mumbai, Maharashtra, India.
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About
I am an experienced wealth advisor with a demonstrated history of working in the Wealth Management Industry. I serve as a Financial Advisor specializing in Comprehensive Wealth Management including Life Cycle Management, Asset Allocation, Retirement Planning among others.
My main goal is to simplify the complicated world of Investments and help by giving any unbiased advice with only intention to help clients preserve their hard earned assets.
I take a collaborative and comprehensive approach to financial planning, working together to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. I am a fiduciary, obligated to act in the best interest at all times, and practice full disclosure.
Experience
Manager - Investment Advisory and Family OfficeCurrent
· Mumbai, Maharashtra, India
Feb 2024 – Present
Manager - Relationship Manager (Portfolio Analyst)
Waterfield Advisors · Mumbai, Maharashtra, India
Dec 2022 – Jan 2024
Education
Skills
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