Aditya Benke
Mumbai
Summary
Seasoned Freelancer from Money Plant option, adept in portfolio management and fostering client relationships across Mumbai. Excelled in financial modeling and DCF analysis, enhancing client portfolio performance. Proven track record in trading strategies and risk management, leveraging Microsoft Excel and Tally Prime skills for optimal financial solutions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Freelancer
Money Plant option
Mumbai
05.2023 - 07.2024
- Managed client portfolios and provided investment advisory services.
- Acquired and Managed client relationships across Mumbai and interstate regions.
- Offered trade recommendations and risk management strategies.
Education
Post Graduation Diploma In Management - Finance
D. Y. Patil B-School
Tathawade, Pune06-2026
Bachelor of Commerce -
K. J. Somaiya College Of Arts & Commerce
Vidyavihar, Mumbai06-2024
HSC -
K. J. Somaiya College of Science & Commerce
Vidyavihar, Mumbai05-2021
Skills
- Portfolio management
- DCF analysis
- Trading strategies
- Comparable company analysis
- Company valuation
- Financial modeling
- Microsoft Excel
- Tally Prime
PROFESSIONAL SKILLS
- Self Motivator
- Decisive
- Risk Taker
PROJECT UNDERTAKEN
- 2025 : Research project on “Indian Broking Industry”
- 2024 : Presentation on “Zomato’s Blinkit Acquisition- Revolutionizing The Instant Delivery Sector”
- 2024 : Financial Model On “Tata Motors”
Certification
- 2024 : CFA Investment from CFA Institute
- 2024 : SEBI Investor by NISM
- 2024 : Financial Statements by CF1 Education
- 2023 : Income Tax practitioner from Henry Harvin Education
- 2023 : GST Practitioner from Henry Harvin Education
- 2023 : Financial Analyst from Somaiya Vidyavihar
Language
- English
- Hindi
- Marathi
Extracurricular Activities
PROFESSIONAL PARTICIPATION : 2024: Participated in NISM-nflq quiz competition
FITNESS : 2024: Participated in FITFEST conducted by Dr. D. Y. Patil B-School
MUSIC & ART: 2024: Member, Music club and Flute player
2015: Participated in Elementary Drawing Grade Examination
Timeline
Freelancer
Money Plant option
05.2023 - 07.2024
Post Graduation Diploma In Management - Finance
D. Y. Patil B-School
Bachelor of Commerce -
K. J. Somaiya College Of Arts & Commerce
HSC -
K. J. Somaiya College of Science & Commerce
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