Shivank Jasoria

Background

About Shivank Jasoria

As a recent graduate with honors in Economics from Delhi Technological University, I am eager to pursue a career in finance. My academic achievements include ranking third in my batch with a CGPA of 9.46/10, while also passing the CFA Level 1 on my first attempt. During my academic journey, I also did internships at NITI Aayog, Grant Thornton Bharat, and Ernst & Young, where I gained hands-on experience in public policy consulting, data analysis, finance, and strategic research. Currently, I am thriving as an Assistant Manager at Nuvama Private Wealth, where I play a crucial role in the Wealth Management Team for Family Offices. My responsibilities include client servicing, portfolio management, developing risk-return models for various asset classes, and acquiring new clients. It is gratifying to be actively involved in creating and updating portfolios for HNIs/Corporates with a combined value of $20M+, while gaining an in-depth understanding of the markets across different asset classes. Beyond work, I enjoy football, reading self-help books, and cherish solo travelling and trekking. Feel free to reach out to me via LinkedIn or at my email id shivankjasoria@gmail.com. I welcome connections and conversations about finance, investments, or anything else you'd like to discuss.