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Abhijeet Sarate

ABHIJEET SARATE CSO & CTO

ABHIJEET SARATE CSO & CTO

Background –

  • Solid Background in Finance, Accounts, and Capital Markets
  • Bachelor’s Degree in Commerce with a Focus on Cost and Works Accounting
  • Master of Business Administration with a Specialization in Finance

Expertise –

  • Cost Minimization Strategies
  • Identifying Profitable Sources for Business Growth
  • Navigating Global Markets
  • Understanding Capital Markets
  • Conducting Financial Analysis
  • Effective Financial Management
  • Thorough Market Analysis
  • Accurate Forecasting
  • Client Needs Assessments
  • Expertise in Investment Banking Operations
  • Hedging Strategies .

Experience –

  • Successfully held positions in prestigious multinational corporations within the finance industry.
  • Demonstrated exceptional skills in account management and addressing global client needs.
  • Recognized for providing exemplary client service and achieving organizational goals with precision.
  • Proficient in portfolio performance management, particularly as an Associate Portfolio Manager in U.S. firm.
  • Extensive experience working with High Net Worth Individuals (HNIs) in portfolio rebalancing in U.S. firm
  • Expertise spans diverse areas, including Investment Banking Operations, Derivatives Products, OTC and ETF, Capital Markets, Hedging Strategies, and Financial Analysis.
  • Successfully acquired certifications, including NISM Certifications and the BSE Certificate Program in Investment Banking Operations.
  • Proficient in Dun and Bradstreet’s Portfolio Performance Management program and Financial Inclusion initiatives.
  • Committed to ongoing growth and consistently achieving outstanding results