Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Personal Information
Languages
Languages
Timeline
Generic
Mahak Tekwani

Mahak Tekwani

Ulhasnagar

Summary

Detail-oriented finance professional with experience in reconciliation, NAV operations, portfolio support, and financial data management. Skilled in MS Excel, financial reporting, and client account handling. Strong understanding of mutual funds, PMS/AIF, bonds, and derivatives.

Overview

3
3
years of professional experience
2
2
years of post-secondary education

Work History

Associate

Nexdigm
Lower Parel
01.2024 - 12.2024
  • Performed daily reconciliations to identify discrepancies between client and bank accounts.
  • Ensured accuracy during month-end reconciliation by tracking missed transactions.
  • Updated NAV prices for PMS/AIF products on monthly, quarterly, and annual schedules.
  • Worked with mutual funds, bonds, fixed deposits, PMS/AIF, and derivatives.

Associate

Mahak Paints & Hardware
Ulhasnagar
01.2022 - 11.2022
  • Managed payment and project tracking systems.
  • Maintained financial records, spreadsheets, and databases.
  • Assisted in account management and financial operations.

Education

Master of Commerce (M.Com) -

RK Talreja College
Ulhasnagar
08.2023 - 06.2025

Bachelor of Commerce (B.Com) -

Chandibai Himathmal Mansukhani College
Ulhasnagar

Higher Secondary Certificate (Commerce) -

Chandibai Himathmal Mansukhani College
Ulhasnagar

Skills

  • Financial Reconciliation
  • MS Excel
  • MS Word
  • Financial Reporting
  • Portfolio Support
  • NAV Operations
  • Data Management
  • Communication Skills
  • Attention to Detail

Hobbies and Interests

  • Yoga
  • Travelling
  • Volunteering
  • Finance & Market Research

Personal Information

Title: Finance & Stock Market Analyst

Languages

  • Hindi
  • Sindhi
  • English
  • Hindi
  • Sindhi

Languages

English
First Language
Hindi
Advanced
C1
Marathi
Beginner
A1

Timeline

Associate

Nexdigm
01.2024 - 12.2024

Master of Commerce (M.Com) -

RK Talreja College
08.2023 - 06.2025

Associate

Mahak Paints & Hardware
01.2022 - 11.2022

Bachelor of Commerce (B.Com) -

Chandibai Himathmal Mansukhani College

Higher Secondary Certificate (Commerce) -

Chandibai Himathmal Mansukhani College
Mahak Tekwani