Ashish Mohole
MBA in Finance from IBS Mumbai with applied knowledge in equity research, portfolio management, and financial modeling
Nashik, NashikMember since May 14, 2025
MS ExcelEquity ResearchPortfolio ManagementFinancial ModelingMutual Fund AnalysisData AnalysisSpreadsheet managementReconciliation supportPortfolio AnalysisMutual Fund Analysis and Investment AdvisoryEquity and MF ResearchFinancial Planning
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About
MBA in Finance from IBS Mumbai with applied knowledge in equity research, portfolio management, and financial modeling. Strong knowledge of mutual funds, stock markets, and technical analysis with a proven ability to analyze data and derive insights.
Experience
Management Trainee - Presmech Engineering Pvt. Ltd.
(2026-04)
- Data analysis and reporting
- Business process support
- Cross-functional coordination
Analyst - Kalpajit Investments Pvt. Ltd.
(2025-11 - 2026-03)
- Portfolio Construction
- Performance tracking
Summer Intern - Future Generali Life Insurance India
(2024-02 - 2024-04)
- Creating and Managing a dummy Portfolio
- Research on various industries
Education
PGPM - Finance - ICFAI Business School (2023 - 2025)
BCom - Commerce - B.Y.K College of Commerce (2020 - 2023)
Junior College - G.D. Sawant College of Arts, Commerce and Science (2018 - 2020)
Skills
portfolio managementand financial modeling
