Gargi Deo
Pune
Summary
Analytical and detail-oriented B.Com (Honours) graduate specializing in Finance, currently preparing for CFA Level I (Feb 2026). Strong foundation in financial analysis, research, risk awareness, and business processes through internships in consulting, CA audit, and financial education. Experienced in leading large teams, managing operations, and delivering structured documentation. Highly motivated to build a career in risk management within a fast-paced, global fintech environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Finance & Research Intern
ProfitXInfinity
04.2025 - 09.2025
- Conducted research on market behavior, trading patterns, and investor psychology.
- Created structured financial content and analytical reports for client education.
- Supported customer acquisition using research-driven insights and engagement.
Personal Finance & Investments Intern
NPS Associates Private Limited
07.2024 - 08.2024
- Completed hands-on work in personal finance and investment advisory.
- Conducted research and analysis across savings, investment products, and client portfolio structures.
- Assisted in preparing financial plans and investment documentation for clients.
- Demonstrated sincerity, discipline, and strong work ethic throughout the internship.
Business & Research Intern
Your Setu
07.2023 - 12.2023
- Assisted in research and documentation for consulting projects.
- Analyzed business requirements and helped prepare client-ready material.
- Improved structured thinking and problem-solving through case-based tasks.
Audit & Accounting Intern
ASAB & Associates
01.2023 - 06.2023
- Supported accounting, taxation, and audit file preparation.
- Ensured accurate documentation and compliance with reporting requirements.
- Developed attention to detail through error-checking and reconciliation tasks.
- CA Firm
Education
Bachelor of Commerce (Honours) - Finance
Brihan Maharashtra College of Commerce (BMCC)
Pune01.2025
Skills
- Financial research and analysis
- Excel proficiency
- Market analysis
- Documentation and reporting
- Leadership and team management
- Communication and presentation
- Data entry
- Creating presentations
- Financial analysis
- Market research
Certification
- CFA Level I Candidate, 02/2026
- Excel (Self-learned), Functions, pivot tables, reporting
- Tally ERP
Achievements And Interests
Divisional-level Badminton Player, Intermediate Artist (Sketching & Painting), Finance, behavioral psychology, fintech, personal growth
Timeline
Finance & Research Intern
ProfitXInfinity
04.2025 - 09.2025
Personal Finance & Investments Intern
NPS Associates Private Limited
07.2024 - 08.2024
Business & Research Intern
Your Setu
07.2023 - 12.2023
Audit & Accounting Intern
ASAB & Associates
01.2023 - 06.2023
Bachelor of Commerce (Honours) - Finance
Brihan Maharashtra College of Commerce (BMCC)