Mohana Pradeesh T T
Priority Wealth Manager
Gurgaon
Summary
A highly motivated and confident finance enthusiast specializing in developing, interpreting and implementing financial concepts for financial planning, forecasting, modeling and decision making. Excited to leverage my strong analytical skills and logical thinking in achieving the goals and aspirations of the organization.
Overview
1
1
year of professional experience
4
4
Certifications
5
5
Languages
Work History
Faculty of History
Aram IAS academy
Chennai
Faculty of History and Current Affairs
Sun IAS academy
Chennai
Faculty of major subjects
VEDAS IAS Academy
Chennai
Personal coaching for competitive exams
Priority Wealth Manager
Finzoom Advisors PVT. LTD ( INDmoney)
Gurgaon
09.2023 - Current
- Presented financial plans and investment recommendations to clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recommended specific investments to help clients meet financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Education
MBA (Finance and HR) - undefined
Info Institute of Engineering
BE Mechanical Engineering - undefined
Prince Shri Venkateshwara Padmavathy Engineering College
Class- XII - undefined
Ideal Higher Secondary School
Anthiyur, ErodeClass - X - undefined
AET Matriculation Higher Secondary School
Investment Banking and Financial Modeling and Valuation Training - undefined
The Wall Street School
PG (Mechanical CAD) - undefined
CADD Centre
Financial Planning, Banking and Investment Management - undefined
NSE
Skills
Investment planning
Mutual funds
Investment advice
Asset Allocation
Financial Goal Planning
Financial Advising
Relationship building and management
Communication
Critical Thinking
Time Management
Accomplishments
- Appeared UPSC- CAPF Interview twice
References
- R. Balasubramani, Aram IAS Academy, 9841177861
- Vishesh Mishra, INDmoney, 9034679371
Certification
NISM- Series -X-A: Investment adviser level 1
Timeline
NISM- Series -X-B: Investment adviser level 2
04-2024
NISM- Series -XV: Research Analyst
04-2024
NISM- Series -V-A: Mutual Fund Distributor
03-2024
NISM- Series -X-A: Investment adviser level 1
02-2024
Priority Wealth Manager
Finzoom Advisors PVT. LTD ( INDmoney)
09.2023 - Current
Faculty of History
Aram IAS academy
Faculty of History and Current Affairs
Sun IAS academy
Faculty of major subjects
VEDAS IAS Academy
Personal coaching for competitive exams
MBA (Finance and HR) - undefined
Info Institute of Engineering
BE Mechanical Engineering - undefined
Prince Shri Venkateshwara Padmavathy Engineering College
Class- XII - undefined
Ideal Higher Secondary School
Class - X - undefined
AET Matriculation Higher Secondary School
Investment Banking and Financial Modeling and Valuation Training - undefined
The Wall Street School
PG (Mechanical CAD) - undefined
CADD Centre
Financial Planning, Banking and Investment Management - undefined
NSE