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Associate Vice President at Cervin Family office advisor Pvt Ltd
Associate Vice President · CERVIN Family Office & Advisors Pvt. Ltd.
Anant Zore — Associate Vice President · CERVIN Family Office & Advisors Pvt. Ltd. · Mumbai, Maharashtra, India.
Direct contact
No direct contact on file for Anant yet.
Experience
Associate Vice President
CERVIN Family Office & Advisors Pvt. Ltd. · Mumbai, Maharashtra, India
Oct 2022 – Oct 2025
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Senior Manager
ASK WEALTH ADVISORS PRIVATE LIMITED · Mumbai, Maharashtra, India
Mar 2021 – Oct 2022
WM ops Handling AIF inflow outflow Drawdown,Valuation updation in wealth spactrum Fixed income Bond MLD master creation XIRR IRRcalculation,Deal, trade Debentures.structure.Fds MLD Bond updation in WS.handliing Mutual fund investment through BSE star Go crop. Bond MLD Month end valuation updation in the system all third party AIF month end valuation updation in WS.Pass through certificate (PTC) trade updation.. income/ capital Payout updation of third party AIF
Education
- St. Xavier's College — Bachelor's degree, Accounting and Finance
Skills
Financial Accounting
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