Ajinkya Kulkarni

Wint Wealth 

Co-Founder

WintWealth.com ( Previously GrowFix) is a platform to invest in fixed income assets that give you higher than FD returns but are less risky than equities.

Nirmal Bang

Distribution Mutual fund analyst


	Prepare Monthly Mutual Fund industry data received from AMFI.
	Maintain a database of all research information with conclusions and recommendations.
	Writing Monthly outlook of market and also contribute to investment articles, columns and 
         special reports.
	Portfolio review of client based on existing asset allocation and rebalance the portfolio if need.
	Prepare the strategic asset allocation of clients based on risk profile and time horizon.
	writing report on monetary policies and analysis for impact on market.
	Collaborate with Bloomberg news to develop articles and showcase Bloomberg's world-class data.
	Using ICRA software for prepare the various customized research report

Research Analyst

Sky Financial Solutions

	Analysis the information received from fund houses and dissemination of the same to clients on a daily basis. 
	 Preparations of (Risk Return Analysis) customized reports for clients and review the client portfolio on quarterly basis.
	Working with the operations team which looks after Daily Mutual Funds activities like Navs, Dividends, Monthly Portfolios, changes in load Structures, Fund Manager changes, Minimum Application Amount
	Prepare the Product note of Fund of AMC’s with data such as Scheme Objectives, Returns, Sectorial allocations, company concentration.
	Prepare  reports related to risk adjusted performance &amp; portfolio for various fund houses, which includes statistical measures like Beta, Sharpe, Treynor, Jensen, Standard Deviation

Client Services Manager

Inventure Wealth Management Ltd.

Dealing with fund houses about client transaction, maintain client portfoilo, maintain online transaction of clients & also give key information about new prouduct, dealing with AMC regarding Brokerage, recommended  client about Investment,processing empanelment with AMC, Documentation Work.

Operations Manager

Inventure Growth & Securities Ltd.

Operation executive


Mutual Fund analyst with key expertise in mutual fund research, portfolio analysis.  Conduct mutual fund scheme analyzing in all asset classes (Equity, debt and commodities) and also involved in creation details report of scheme which is essential parameters such as past returns and expense ratio. Analyzing sector and companies that fund actively invested in.


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