Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Interests
Timeline
OperationsManager
Ashik Jayprakash Pundit

Ashik Jayprakash Pundit

Financial Advisor
Durban,Kwa Zulu-Natal

Summary

Finance


Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.


I enjoyed working with numbers by putting a value on items in general. Change over time is something that will always have to be taken into account therefore it needs to be factored into most aspects of today's world. Finance is a vital component of our heavily
money-dependent world. I love working on financial issues to make decisions which are of great impact.


Sales


I enjoy selling and marketing products as it is an essential part of our modern world. It is important that people receive good service along with products purchased and I have the ability to provide that customer service. I am passionate about treating people well at all times. I believe that people, in any environment, are the most important resource. I have
realised that a happy team is the starting point of service excellence and efficiency.


Internal Audit


I have developed a keen interest in Internal Auditing while I remain highly intrigued in the field of commerce in general. Ethical conduct is a rare trait in our modern era and I
pride myself in remaining true and committed to maintaining exceptional conduct particularly in my professional endeavours. I look to achieve exemplary results in the most efficient manner. I like to be challenged and learn about various aspects of the commerce world. I enjoy working with people as I have good interpersonal skills. I strive to think out
of the box and be recognised as a unique individual while being an inspiration to those around me.

Overview

6
6
years of professional experience
5
5
Languages

Work History

Financial Advisor

Discovery
01.2020 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.

Assistant Auditor

AFIS Pty Ltd.
06.2018 - 08.2018
  • Provided administrative and management assistance to auditor and directed activities in office.
  • Reviewed data points and trends to determine compliance.

Candidate Employee

4Most Systems
12.2017 - 12.2017
  • Paid attention to detail while completing assignments.
  • Identified issues, analyzed information and provided solutions to problems.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Proved successful working within tight deadlines and a fast-paced environment.

Education

Post Graduate Diploma in Financial Planning - Financial Planning And Services

Moonstone Business School of Excellence
Durban
04.2001 -

National Certificate : Wealth Management - Wealth Management

INSETA (Insurance Sector Education And Training Au
Durban
04.2001 -

B.Com Financial Science - Financial Management, Accounting, Internal Audit

University of Pretoria
Pretoria
04.2001 -

High School Diploma -

Pretoria Boys High School
Pretoria
04.2001 -

Skills

Investment Planning

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Accomplishments

2006, 2007: Captain of under 13 school cricket team
2011, 2012: Chairman of the Vedic Hindu Youth League
2012: Chairman of the Society for National and International Affairs
2012: Captain of cricket team
2012: Awarded full colours for cultural activities at Pretoria Boys High School
2016: Executive committee member for University of Pretoria Hindu Students’ Society
2019: Awarded a modelling contract at Just You Agency ( Sandton)

2022: Member of Dawnheights Cricket Club

Affiliations

  • Volunteer at EFC (Extreme Fighting Championship)
  • Member of BMW Fanatics Club
  • Model at Just You Agency (Sandton)
  • Vedic Hindu Youth League
  • Society for National and International Affairs
  • Social Outreach Society

Interests

Whatever is relevant to the financial landscape, Cricket, Mixed Martial Arts, Football, gymnasium, performance vehicles

Timeline

Financial Advisor

Discovery
01.2020 - Current

Assistant Auditor

AFIS Pty Ltd.
06.2018 - 08.2018

Candidate Employee

4Most Systems
12.2017 - 12.2017

Post Graduate Diploma in Financial Planning - Financial Planning And Services

Moonstone Business School of Excellence
04.2001 -

National Certificate : Wealth Management - Wealth Management

INSETA (Insurance Sector Education And Training Au
04.2001 -

B.Com Financial Science - Financial Management, Accounting, Internal Audit

University of Pretoria
04.2001 -

High School Diploma -

Pretoria Boys High School
04.2001 -
Ashik Jayprakash PunditFinancial Advisor