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Avinash Goklani (SEBI Registered Research Analyst)
Education: Chartered Financial Analyst (CFA), ICFAI Master of Science (MSc) in Finance
CFA (ICFAI): My journey in the finance world began with my pursuit of the Chartered Financial Analyst (CFA) designation from ICFAI University. This rigorous program provided me with a comprehensive understanding of investment management, financial analysis, and portfolio strategy. Through extensive study and practical application, I gained proficiency in evaluating financial assets, managing risks, and making informed investment decisions. The CFA charter not only validated my expertise but also instilled in me a commitment to the highest ethical standards in the financial industry.
MSc in Finance: Building upon my foundation in finance, I pursued a Master of Science (MSc) degree specialized in Finance. This advanced program offered deeper insights into various financial concepts, including corporate finance, capital markets, and financial modeling. Through coursework, research projects, and real-world case studies, I honed my analytical skills and expanded my knowledge of global financial markets. The MSc degree further solidified my expertise and prepared me for the dynamic challenges of the financial industry.
Current Work Profile: SEBI Registered Research Analyst As Greenie Wealth, I leverage my education and experience to provide tailored financial guidance to individuals and institutions. Drawing on my CFA qualification and MSc degree, I offer comprehensive investment solutions designed to help clients achieve their financial goals and objectives. My role involves analyzing market trends, assessing risk profiles, and developing personalized investment strategies that align with each client's unique circumstances.
