Hardworking and enthusiastic student with a strong work ethic and excellent organizational skills. Skilled in both team-based and independent settings, with a positive attitude and passion for learning. Currently a CFA Level 1 candidate, ready to utilize my skills and dedication to add value and achieve impactful results.
Work History
Intern - Wealth Management and Data Analysis
Munot FOREX and Wealth Private Limited
Mumbai
06.2024 - 07.2024
Interacted with clients to understand their needs and provided guidance on selection of appropriate Mutual Funds
Analyzed client portfolios using Power Bi and provided valuable insights
Automated company data such as payroll and appraisal of employees using advanced Excel
Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
Education
B.Sc.Fin (B) -
Anil Surendra Modi School Of Commerce
01.2026
Class XII - Commerce
Gundecha Education Academy
01.2023
Class X -
Gundecha Education Academy
01.2021
Skills
Proficient in the Microsoft Office Suite
Excel
Word
PowerPoint
Power Bi
Basic knowledge of SQL
Basic knowledge of Digital Marketing
Fundamental Analysis and Equity Research
Other professional qualifications
CFA Level I candidate- Feb2025
Languages
English
Hindi
Projects
Research paper: Comparative Analysis of government Bonds of Emerging vs Developed Economies using VaR Analysis.
Project: Impact of FDI on the GDP of USA using EGARCH and ARLD.
Project: Created a dashboard to analyze the revenue generation of a superstore.
Interview: Interviewed senior VP of JP Morgan, Mr. Vinod Bohra to explain how he manages conflicts in his professional life and how effective conflict resolution contributes to a company's success.
Deputy General Manager (Accounts and Finance) at Pashmina Developers Real Estate GroupDeputy General Manager (Accounts and Finance) at Pashmina Developers Real Estate Group