Avantika Agarwal
New Delhi
Summary
Dedicated and results-oriented financial planner with over one year of experience providing comprehensive financial advice and customized solutions. Skilled in financial analysis, investment planning, retirement strategies, and risk management. Proven ability to cultivate client relationships and deliver tailored financial plans. Adept at collaborating with cross-functional teams, and committed to delivering outstanding client service in compliance with regulatory standards.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Financial Planner
Hum Fauji Initiative
New Delhi
04.2024 - Current
- Develop and implement tailored financial plans aligned with clients' short- and long-term goals, covering investment strategies, retirement, and risk management.
- Conduct in-depth portfolio reviews and financial analysis to optimize asset allocation and returns.
- Maintain strong client relationships through proactive communication and strategic guidance.
- Collaborate with legal, tax, and estate professionals to deliver holistic financial solutions.
- Mentor junior planners in financial methodologies and client service practices.
Associate Financial Planner
Hum Fauji Initiatives
New Delhi
01.2023 - 04.2024
- Designed comprehensive financial plans incorporating retirement, investment, tax, and risk strategies.
- Provided personalized financial advice tailored to client objectives.
- Performed regular portfolio reviews to align with financial goals and market dynamics.
- Partnered with tax advisors and estate planners to ensure well-rounded client planning.
Education
Post Graduate Diploma - Financial Management
NMIMS
Mumbai01.2022
BBA - Banking & Finance
IMSUC
Ghaziabad08-2016
Skills
- Financial Planning and Analysis
- Investment and Retirement Planning
- Client Relationship Management
- Portfolio Management
- Team Collaboration and Mentoring
- Tools: Microsoft Excel, financial CRMs
Certification
- Certificate Diploma in Digital Marketing and Analytics from IIM
- Certification in NISM VA, specialized in Banking and Finance
Timeline
Senior Financial Planner
Hum Fauji Initiative
04.2024 - Current
Associate Financial Planner
Hum Fauji Initiatives
01.2023 - 04.2024
Post Graduate Diploma - Financial Management
NMIMS
BBA - Banking & Finance
IMSUC
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