Omkar Bhandare profile photo 1 on Tal

Omkar Bhandare

Senior Student Manager at Sri Balaji University, Pune

Pune District

2+ years of work experience

Prudent Corporate Advisory Services Ltd.
May 20253 mosJul 2025

Pune/Pimpri-Chinchwad Area

As a Portfolio Manager at Prudent, I help clients grow and protect their wealth through customized investment strategies across mutual funds, equities, insurance, and fixed-income products. I specialize in asset allocation, risk management, and goal-based planning leveraging platforms like FundzBazar and Policy-World to deliver smart, data-driven portfolio solutions. Focused on long-term value and personalized advisory, I aim to align every portfolio with the client's financial goals and risk profile.
K.B. BORCHATE PVT. LTD.
Apr 20222 yrs 3 mosJun 2024

Maharashtra, India

During my tenure at K.B. BORCHATE & CO. from April 2022 to June 2024, I held the role of an accountant, where I was responsible for finalizing accounts for a diverse range of firms. My role involved carefully managing and overseeing business transactions, ensuring accuracy and compliance in financial records. This experience enhanced my skills in accounting practices and provided me with valuable insights into various business sectors, helping me develop a keen eye for detail and a strong understanding of financial management.
Bhandare classes
Apr 20221 yr 2 mosMay 2023

Hupari

The teaching subject is "Basic Accounting" which includes a Book Keeping and Tally professional.

Education

Sri Balaji University, Pune

MBA, Product Management and Business Analytics

Sri Balaji University, Pune

Indira Gandhi National Open University (IGNOU), Delhi

Diploma in Business Process Outsourcing, Finance and Accounting (DBPOFA), Accounting and Finance

Indira Gandhi National Open University (IGNOU), Delhi

20223 yrs2025

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Headline

Senior Student Manager at Sri Balaji University, Pune

About

An experienced accounting professional with a proven track record of managing financial operations and mentoring future accountants. With two years of experience at K.B. Borchate & Co., I specialized in finalizing accounts for various firms and overseeing business transactions, ensuring accuracy and compliance. Additionally, I have a year of experience teaching Accounting and Tally at Bhandare Classes, where I honed my skills in effectively communicating complex concepts to students. Passionate about leveraging my expertise to drive financial clarity and foster growth, I am eager to connect and collaborate on opportunities in the accounting and finance domain.

Location

Pune District

Work experience

Portfolio Manager at Prudent Corporate Advisory Services Ltd., May 2025 - Jul 2025 · 3 mos, Pune/Pimpri-Chinchwad Area, As a Portfolio Manager at Prudent, I help clients grow and protect their wealth through customized investment strategies across mutual funds, equities, insurance, and fixed-income products. I specialize in asset allocation, risk management, and goal-based planning leveraging platforms like FundzBazar and Policy-World to deliver smart, data-driven portfolio solutions. Focused on long-term value and personalized advisory, I aim to align every portfolio with the client's financial goals and risk profile.

Accountant at K.B. BORCHATE PVT. LTD., Apr 2022 - Jun 2024 · 2 yrs 3 mos, Maharashtra, India, During my tenure at K.B. BORCHATE & CO. from April 2022 to June 2024, I held the role of an accountant, where I was responsible for finalizing accounts for a diverse range of firms. My role involved carefully managing and overseeing business transactions, ensuring accuracy and compliance in financial records. This experience enhanced my skills in accounting practices and provided me with valuable insights into various business sectors, helping me develop a keen eye for detail and a strong understanding of financial management.

Account Trainer at Bhandare classes, Apr 2022 - May 2023 · 1 yr 2 mos, Hupari, The teaching subject is "Basic Accounting" which includes a Book Keeping and Tally professional.

Education

MBA, Product Management and Business Analytics, Sri Balaji University, Pune

Diploma in Business Process Outsourcing, Finance and Accounting (DBPOFA), Accounting and Finance, Indira Gandhi National Open University (IGNOU), Delhi

Omkar Bhandare - Portfolio Manager in Pune District | Tal