Keval Gala
Mumbai
Summary
Detail-oriented team player with strong organizational skills. Prioritize projects and multitask effectively to achieve project goals. Fluent in English, Hindi, Marathi, Gujarati. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Handy in using Excel, Word, Powerpoint. Tech-savvy in use of spreadsheets, accounting and financial software. Knowledgeable about fundamental and technical analysis in stock market, also F&O trading. Personal interests include sports, cooking, physical fitness. Strong work ethic, adaptability and working effectively unsupervised and quickly mastering new skills
Overview
1
1
year of professional experience
Work History
Investment Advisor
Motilal Oswal Financial Services
MUMBAI
01.2024 - 03.2024
- Advised clients on how best to diversify their portfolios while still meeting their return targets.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Prepared presentations for prospective investors explaining features of different investments offered by the firm.
- Monitored the performance of existing portfolios and recommended changes when necessary.
Intern
Gala Brokers
Navi Mumbai
05.2023 - 11.2023
- Completed research, compiled data,performed data analysis, updated spreadsheets, and produced timely reports.
- Sorted and organized files, spreadsheets, and reports successfully.
Education
BBA - Finance
SK SOMAIYA DEGREE COLLEGE
04-2023
SERIES 8 -
NISM
01-2023
HSC -
KJ SOMAIYA ARTS&COMMERCE
04-2020
SSC -
S.V.D.D English Medium School
04-2018
CFA Level 1 Candidate -
Skills
- Investor Relations
- Multitasking Abilities
- Written and Verbal Communication
- Portfolio Management
- Risk Management
- Analytical and Technical skills
Timeline
Investment Advisor
Motilal Oswal Financial Services
01.2024 - 03.2024
Intern
Gala Brokers
05.2023 - 11.2023
BBA - Finance
SK SOMAIYA DEGREE COLLEGE
SERIES 8 -
NISM
HSC -
KJ SOMAIYA ARTS&COMMERCE
SSC -
S.V.D.D English Medium School
CFA Level 1 Candidate -
Similar Profiles
Aaradhaya PandeyAaradhaya Pandey
Business Development Intern at Motilal Oswal Financial Services Ltd.Business Development Intern at Motilal Oswal Financial Services Ltd.
Rajat RautRajat Raut
Equity Dealer at Motilal Oswal Financial ServicesEquity Dealer at Motilal Oswal Financial Services
Brijesh BhavsarBrijesh Bhavsar
Assistant Manager at Motilal Oswal Financial Services LtdAssistant Manager at Motilal Oswal Financial Services Ltd
Abhishek MishraAbhishek Mishra
Equity Advisory & BDM Manager at Motilal Oswal Financial ServicesEquity Advisory & BDM Manager at Motilal Oswal Financial Services
Priti SharmaPriti Sharma
Senior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private LimitedSenior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private Limited