Summary
Overview
Work History
Education
Skills
Websites
Projects
Awards
Timeline
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KIRTI DHANUKA

Mumbai

Summary

MBA graduate with strong research and financial modeling capabilities. Proven problem-solving skills demonstrated through academic projects. Quick learner with a keen attention to detail, ready to contribute effectively in dynamic environments.

Overview

2
2
years of professional experience

Work History

WEALTH MANAGER

GLOBE CAPITAL MARKET LIMITED
06.2025 - 11.2025
  • Create customized investment portfolios based on client goals, age, income and risk tolerance.
  • Assist clients with investment planning in equities.
  • Conduct basic financial analysis to match suitable investment options to client profiles.
  • Manage client onboarding, maintain investment records and ensure smooth advisory processes.

EQUITY RESEARCH INTERN

369 ADVISORY SERVICES
05.2024 - 08.2024
  • Analyzed company financials and key ratios for performance and trend assessment.
  • Prepared research report and summaries using Screener and Stock Edge for data extraction and peer comparison.

Education

MBA - FINANCE

ATLAS SKILLTECH UNIVERSITY
Mumbai
07-2025

BAF -

GHANSHYAMDAS SARAF COLLEGE
Mumbai
05-2021

Some College (No Degree) - AVIATION

FRANKFINN INSTITUTE
Mumbai

Skills

  • Pivot tables
  • Financial analysis
  • Financial modeling and forecasting
  • Equity and industry research
  • Portfolio diversification
  • Ratio analysis
  • Index-match
  • Lookups
  • What-if analysis
  • Tally ERP
  • PowerPoint

Websites

Projects

  • Study on Mumbai investors' perceptions of mutual funds - conducted a structured survey with 15 respondents, covering 20 analytical questions, applied statistical analysis to extract market insights and assess investor behavior
  • Micro Consulting Project - Conducted a strategic evaluation of two competing brands, performed a SWOT analysis, and recommended actionable strategies for performance improvement

Awards

  • Terry Fox medal for outstanding contribution
  • Patent selection for mentor hub
  • Street entrepreneurship challenge

Timeline

WEALTH MANAGER

GLOBE CAPITAL MARKET LIMITED
06.2025 - 11.2025

EQUITY RESEARCH INTERN

369 ADVISORY SERVICES
05.2024 - 08.2024

MBA - FINANCE

ATLAS SKILLTECH UNIVERSITY

BAF -

GHANSHYAMDAS SARAF COLLEGE

Some College (No Degree) - AVIATION

FRANKFINN INSTITUTE

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