Traveling
hriday jawla
Finance
faridababad,Haryana
Summary
Spirited Financial coach committed to inspiring personal drive and self-confidence through motivational training and skills development. Employs example-based instruction style to build trust as hands-on leader and guarantee safety of activities. Believes in open, constructive communication between staff and team to set clear goals and build vision of excellence.
Overview
1
1
year of professional experience
6
6
years of post-secondary education
Work History
Director
Turning Point Wealth Management
faridababad
09.2022 - Current
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped people gain immense knowledge of stock market and how to make financial decisions and strategies.
Education
High School Diploma -
The Orchid School
Pune 06.2015 - 04.2017
Bachelor of Science - Mechanical Enginnering
SRM University
Chennai 07.2017 - 06.2021
MBA - Online MBA Finance
IMT
Ghaziabad 09.2023 - Current
Skills
Story pitching
undefinedAccomplishments
- My team created a a working model of power sole charger and received the 1st prize in the Techknow 2nd edition held at SRM institute of science and technology
- secured 3rd position in a debate competition held b y national service scheme in college
- Received a certificate for outstanding performance in social responsibility in 2017 for helping underprivileged students of a government school in chennai.
Interests
Bike riding
Playing basketball
Timeline
MBA - Online MBA Finance
IMT
09.2023 - Current
Director
Turning Point Wealth Management
09.2022 - Current
Bachelor of Science - Mechanical Enginnering
SRM University
07.2017 - 06.2021
High School Diploma -
The Orchid School
06.2015 - 04.2017
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