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Aditya Satapathy

Mutual Funds Analyst @PhonePe | Ex Intern- EY & Axis Securities | UN Millennium Fellow’23 | Entrepreneur in making 🚀

Bengaluru

2+ years of work experience

PhonePe
Jun 20251 yr 3 mosPresent

Bengaluru, Karnataka, India

Driving operations and customer experience in the Mutual Funds category at PhonePe — managing AUM/NAV reconciliation, automating key processes, working on improving product and customer experience, and collaborating with AMCs to streamline brokerage and execution flows. Focused on efficiency, scalability, and delivering a seamless investment experience.
EY
May 20242 mosJun 2024

Bhubaneswar, Odisha, India

Summer Intern at EY in the position of Project Consultancy Intern and contributing in key government and private consultancy projects!
United Nations
Aug 20231 yrJul 2024

Through the Millennium Fellowship, I will get the chance to work with likeminded individuals who are passionate about changing the world, one person at a time. Students from all over the world talk about Sustainability in all aspects.
Axis Securities Limited
Jun 20231 moJun 2023

On-site

Worked in the Equity Dealing department of Axis Securities. Had to analyze KPIs and other research tools and advise the clients to take calls in stock market. Amazing learning experience.

Aditya’s AI Stack

anthropic apis
anthropic apis
gemini
gemini
openai
openai

Education

Christ University, Bangalore

Bachelor of Business Administration - BBA Finance, Banking, Corporate, Finance, and Securities Law

Christ University, Bangalore

20223 yrs2025

Class 12th, Science stream- Physics, Chemistry and Mathematics Specialization

Dav public school , CSPUR

20202 yrs2022

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Headline

Mutual Funds Analyst @PhonePe | Ex Intern- EY & Axis Securities | UN Millennium Fellow’23 | Entrepreneur in making 🚀

About

As a business student, I bring a diverse skill set in finance, marketing, and management, along with hands-on experience in internships and extracurricular activities. I am eager to apply my analytical and strategic thinking skills to help organizations achieve their goals, particularly in areas such as consulting, investment banking, and marketing. I am a quick learner, creative problem solver, and team player, and I am excited to contribute my talents to an organization that values innovation, diversity, and excellence. I have also co-founded SHAPE (Sexual Harassment Awareness Program and Empowerment) which is a small initiative to destroy the evils of Sexual Harassment through education, awareness, providing legal help, and giving business opportunities.

Location

Bengaluru

AI stack

anthropic apis

gemini

openai

Work experience

Mutual Funds Analyst at PhonePe, Jun 2025 - Present · 1 yr 3 mos, Bengaluru, Karnataka, India, Driving operations and customer experience in the Mutual Funds category at PhonePe — managing AUM/NAV reconciliation, automating key processes, working on improving product and customer experience, and collaborating with AMCs to streamline brokerage and execution flows. Focused on efficiency, scalability, and delivering a seamless investment experience.

Project Consultancy Intern at EY, May 2024 - Jun 2024 · 2 mos, Bhubaneswar, Odisha, India, Summer Intern at EY in the position of Project Consultancy Intern and contributing in key government and private consultancy projects!

UN Millennium Fellow at United Nations, Aug 2023 - Jul 2024 · 1 yr, Through the Millennium Fellowship, I will get the chance to work with likeminded individuals who are passionate about changing the world, one person at a time. Students from all over the world talk about Sustainability in all aspects.

Financial Analyst Investment Banking Intern at Axis Securities Limited, Jun 2023 - Jun 2023 · 1 mo, On-site, Worked in the Equity Dealing department of Axis Securities. Had to analyze KPIs and other research tools and advise the clients to take calls in stock market. Amazing learning experience.

Education

Bachelor of Business Administration - BBA Finance, Banking, Corporate, Finance, and Securities Law, Christ University, Bangalore

Class 12th, Science stream- Physics, Chemistry and Mathematics Specialization, Dav public school , CSPUR

Aditya Satapathy - Mutual Funds Analyst in Bengaluru | Tal