Summary
Overview
Work History
Education
Skills
Timeline
ResearchAssistant

HIMANSHU KHEWARIA

Shahdara, Delhi

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Conscientious Wealth Manager with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. Motivated Financial Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Overview

4
4
years of professional experience
5
5
years of post-secondary education

Work History

Internship- Wealth Manager

Bajaj Capital Pvt. Ltd.
Delhi
04.2023 - 08.2023
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Created financial models to analyze and evaluate investment strategies.
  • Collaborated with clients to develop customized investment portfolios.
  • Recommended specific investments to help clients meet financial goals.
  • Educated clients on potential risks and rewards associated with various investments.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

Associate Chief Proctor

NSEIT Ltd
New Delhi
08.2021 - 11.2022

Exam Coordinator

Ginger Webs
New Delhi
06.2021 - 07.2022

Exam Controller

DBS
New Delhi
12.2019 - 02.2020

Education

BA (Hons - History

Zakir Husain Delhi College
New, Delhi
07.2016 - 05.2019

MBA - Finance

Narsee Monjee Institute of Management Studies
New, Delhi
07.2022 - 05.2024

Integrated Diploma In Wealth Management - Finance

International College of Financial Planning
New Delhi
02.2023 - 04.2023

Skills

Ability to Work Under Pressureundefined

Timeline

Internship- Wealth Manager

Bajaj Capital Pvt. Ltd.
04.2023 - 08.2023

Integrated Diploma In Wealth Management - Finance

International College of Financial Planning
02.2023 - 04.2023

MBA - Finance

Narsee Monjee Institute of Management Studies
07.2022 - 05.2024

Associate Chief Proctor

NSEIT Ltd
08.2021 - 11.2022

Exam Coordinator

Ginger Webs
06.2021 - 07.2022

Exam Controller

DBS
12.2019 - 02.2020

BA (Hons - History

Zakir Husain Delhi College
07.2016 - 05.2019
HIMANSHU KHEWARIA