Aanchal Peshne
Nagpur
Summary
Ambitious financial advisor and analyst with expertise in investment planning, client relationship management, data analysis, and forecasting, dedicated to delivering tailored solutions and driving informed decisions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Independent Financial Advisor
AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
01.2024 - Current
- Client Consultation and Advisory: Analyze clients' financial goals, risk appetite, and investment preferences to suggest suitable mutual fund products to 25 clients.
- Investment Strategy Development: Develop personalized investment strategies for clients, aligned with their financial situation, goals, and current market trends. Advise on diversification strategies to mitigate risk and enhance portfolio returns.
- Market Research and Updates: Stay informed about market trends, fund performance, and regulatory changes that could impact clients' investments. Regularly update clients with reports on the performance of their mutual fund investments.
- Compliance and Documentation: Ensure KYC (Know Your Customer) norms and other regulatory requirements are met for all clients.
Finance Intern
CA GIRISH MUNDADA AND COMPANY
07.2024 - 09.2024
- Assist in maintaining the financial records of 20 clients by entering transactions into accounting software.
- Reconciliation: Assist in reconciling bank statements, credit card statements, and other financial accounts to ensure consistency and accuracy. Help identify and resolve discrepancies in financial records.
- Support in the preparation of basic financial statements, such as balance sheets, income statements, and cash flow statements using excel.Assist in gathering data and compiling reports for senior accountants and finance teams.
- Assist in processing GST returns, income tax filings, and other regulatory compliance tasks.
Officer Trainee
STOCKHOLDING CORPORATION OF INDIA LTD
Mumbai
11.2023 - 12.2023
- Transaction Processing: Process customer orders for trading, mutual funds, insurance, and other financial products. Ensure timely and accurate execution of transactions, including the buying and selling of securities.
- Ensure all operations adhere to regulatory requirements especially regarding KYC, AML (Anti-Money Laundering), and trade execution processes.
- Customer Service Support: Assist customers with queries regarding their transactions, account status, or product offerings.
- Settlement and Clearing: Work with clearing houses or custodians to settle trade transactions and resolve any settlement issues.
- Operational Support and Improvement: Assist in improving back-office processes, recommending operational changes to enhance efficiency, and accuracy.
- Familiarity with stockbroking systems and financial products (mutual funds, insurance, equities, etc.).
Management Intern
PRUDENT CORPORATE ADVISORY SERVICE LTD
07.2022 - 09.2022
- Empanelment of 10 MFDs for the company .
- Learn and understand a range of financial products, such as mutual funds, insurance, fixed deposits, and stock market offerings.
- Participate in organizing client engagement events (Ganpati), and coordinate with the team and AMC to ensure the smooth execution of seminars, including presentations and follow-ups.
- Understanding of financial markets, product offerings, and advisory techniques. Develop technical skills, including proficiency in financial software and tools used in portfolio management.
Education
MBA - Finance
Dr. Ambedkar Institute of Management Studies And Research
01-2023
B.COM -
City Premier College
01-2020
12th - CBSE
Narayana Vidyalayam
01-2017
10th - CBSE
Bhavan’s B.P. Vidya Mandir
01-2015
Skills
- Strong knowledge of financial products and financial market
- Client confidentiality
- Investment management
- Financial goal setting
- Attention to detail
- Basic knowledge of accounting principles
- Proficiency in accounting software
- Good organizational skills
- Time management
- Market research
Certification
- NISM VA Mutual Fund Distributors Certification
- SAP FICO
- CFI - Accounting Fundamentals
- TCS iON - Risk Management
- Fundamental and Technical Analysis (DAIMSR)
- Customer Alignment and Acquisition (DAIMSR)
Extracurricular Activities
Conducted financial literacy seminars to educate clients on investment strategies and risk management. Volunteered in financial education programs to empower underserved communities with basic financial planning knowledge.
Projects
MBA majors, To study the impact of dividend policy on value of firm NSE listed companies. Dividend policy has major impact on value of firm. Higher dividend payout higher market capitalization.
Languages
- English, Full professional proficiency
- Hindi, Full professional proficiency
- Marathi, Full professional proficiency
Timeline
Finance Intern
CA GIRISH MUNDADA AND COMPANY
07.2024 - 09.2024
Independent Financial Advisor
AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
01.2024 - Current
Officer Trainee
STOCKHOLDING CORPORATION OF INDIA LTD
11.2023 - 12.2023
Management Intern
PRUDENT CORPORATE ADVISORY SERVICE LTD
07.2022 - 09.2022
- NISM VA Mutual Fund Distributors Certification
- SAP FICO
- CFI - Accounting Fundamentals
- TCS iON - Risk Management
- Fundamental and Technical Analysis (DAIMSR)
- Customer Alignment and Acquisition (DAIMSR)
MBA - Finance
Dr. Ambedkar Institute of Management Studies And Research
B.COM -
City Premier College
12th - CBSE
Narayana Vidyalayam
10th - CBSE
Bhavan’s B.P. Vidya Mandir
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