Anshul Soni
Fresher
Pune
Summary
Highly motivated finance professional with having a Knowledge of equity research, portfolio analysis, and financial analysis. Proven ability to provide sound investment advice and manage client relationships.
Overview
4
4
Certifications
Work History
Finance Intern
Edsom Fintech pvt. Ltd.
06.2023 - 08.2023
- Prepared and filed Income Tax Returns (ITR) for clients.
- Demonstrated strong interpersonal skills while interacting with clients.
- Efficiently managed day-to-day operations related to ITR filing.
Financial Analyst Intern
Fundsroom Investment Services
02.2023 - 04.2023
- Provided investment advice to clients to help them achieve their financial goals.
- Assisted customers with inquiries and provided support in resolving their investment related issues.
- Offered consultancy services to clients in order to help them make informed investment decisions.
Education
MBA - Finance
Dr. D.Y. Patil Vidyapeeth - Global Business School
Pune 04.2001 - 2024.04
BBA - Entrepreneurship
Barkatullah University
Bhopal, India 04.2001 - 2021.04
12th -
Suman Saurav Hr. Sec. School
Bhopal, India 04.2001 -
10th -
Fr. Agnel Co-ed Sr. Sec School
Bhopal, India 04.2001 - 2015.04
Skills
Languages
Marathi
English
Hindi
Projects
Social Media Advertising
- Create Social media Campaign for Client as a Freelancer.
- Provide "SEO" & Social Media Page Management to the Clients as a Gig Seller on Fiverr.
Certification
NISM Mutual Fund Certification (5A) (Valid upto October 2026)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Finance Intern
Edsom Fintech pvt. Ltd.
06.2023 - 08.2023
Financial Analyst Intern
Fundsroom Investment Services
02.2023 - 04.2023
MBA - Finance
Dr. D.Y. Patil Vidyapeeth - Global Business School
04.2001 - 2024.04
BBA - Entrepreneurship
Barkatullah University
04.2001 - 2021.04
12th -
Suman Saurav Hr. Sec. School
04.2001 -
10th -
Fr. Agnel Co-ed Sr. Sec School
04.2001 - 2015.04
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