Sanjeet Bezalwar

Experienced Investment Professional Boosting Portfolios and Maximizing Returns 💼💰

With over 8 years of experience in the financial services industry, I have had the privilege of making a significant impact on my clients' financial well-being. Managing assets under management (AUM) of approximately 180 crore rupees (equivalent to $1.8 billion), I have gained valuable expertise in various areas.

I have had the opportunity to advise small and medium-sized enterprises (SMEs), high net worth individuals (HNIs), and ultra-high net worth individuals (Ultra-HNIs) on their investment strategies. Through careful market research and analysis, I have provided tailored investment recommendations to meet their financial goals and maximize returns.

Education has always been a priority for me, and I hold a Master's in Business Administration (Banking and Finance) degree from the University of Bangor in the United Kingdom. This academic background has provided me with a strong foundation in financial principles and strategies, enabling me to offer well-informed advice to my clients.

In addition to my expertise in investment advisory, I possess a wide range of skills. I excel in sector analysis, market research, and analysis, which have been instrumental in identifying opportunities and mitigating risks. My proficiency in financial planning, mutual fund analysis, and asset management allows me to help individuals and organizations optimize their financial resources. Furthermore, I am well-versed in market derivative research, personal finance, portfolio management, and risk assessment, leveraging these skills to ensure the growth and stability of portfolios.

To enhance my knowledge and stay updated with industry trends, I have completed the Bloomberg Market Concept certification, further strengthening my abilities in financial analysis and research.

Overall, my passion lies in investments, financial research, and personal finance. I take pride in using my skills and experience to empower individuals and businesses to make informed financial decisions, ultimately making a positive difference in their lives.

Bangor University

Activities and societies: PresidentActivities and societies: President

Module studied:
International Banking, Investment Banking, Management Research,
Marketing Strategies, Bank Financial Management.

Dissertation: Mergers & Acquisitions (M&A) in Latin America Module studied: International Banking, Investment Banking, Management Research, Marketing Strategies, Bank Financial Management. Dissertation: Mergers & Acquisitions (M&A) in Latin America …see more

Skills: Attention to Detail · Presentation Skills · Investing · Problem Solving · Microsoft Excel · Investment PerformanceSkills: Attention to Detail · Presentation Skills · Investing · Problem Solving · Microsoft Excel · Investment Performance

Nagpur University

Activities and societies: paper presentation, debateActivities and societies: paper presentation, debate

Module studied:
Microprocessor, Advanced microprocessor, Digital Circuits,
Digital communication, Radar, Mobile Communication

Final year project
`DSP based two motor control using FPGA'Module studied: Microprocessor, Advanced microprocessor, Digital Circuits, Digital communication, Radar, Mobile Communication Final year project `DSP based two motor control using FPGA'…see more

Skills: Attention to Detail · Presentation Skills · Problem SolvingSkills: Attention to Detail · Presentation Skills · Problem Solving

Sheffiled Hallam University 

Finance and investments, portfolio management, management, financial risk management.Finance and investments, portfolio management, management, financial risk management.

Skills: Attention to Detail · Presentation Skills · Problem Solving · Microsoft Excel · Investment Performance