Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Mukul Pratap Singh

Bhopal

Summary

Analytical M.Com graduate with rigorous UPSC civil services exam prep and hands-on freelance portfolio management experience—handling ₹50 lakh+ portfolio across four client profiles. Delivered 8–10% returns, constructed multi-asset portfolios, and managed client communication. Seeking an entry-level Portfolio / Relationship Manager role

Overview

4
4
years of professional experience

Work History

Portfolio Manager

freelance
Bhopal
06.2023 - Current
  • Freelance Portfolio Manager (Self-Employed)| June 2023 – Present.

• Managed a ₹45 lakh retirement fund for a retired government official; structured a systematic withdrawal plan, secured health insurance, and maintained 10% annual returns.
• Designed an aggressive multi-asset strategy (equity, crypto, US exposure) for a working professional in her 20s, aligned with her risk appetite.
• Oversaw asset allocation and rebalancing for a self-employed woman and an institutional real estate client, optimizing risk-adjusted performance.
• Conducted monthly client reviews and performance reporting, building transparency and trust.

• Provided advice on investment opportunities based on individual client profiles.

Civil Services Preparation

UPSC
06.2021 - 04.2023
  • Developed analytical frameworks, deep research discipline, and strict time management skills directly applicable to financial analysis and client advisory.

Internship Student

Humari Pehchaan NGO
New Delhi
06.2021 - 08.2021

Volunteer Fundraiser – “Education for All” Initiative

  • Collaborated with the Humari Pehchaan team to drive the “Education for All” campaign, aimed at raising awareness and resources.
  • Assisted in planning and executing fundraising events and outreach activities.
  • Secured vital funding to support underprivileged students’ education, enabling access to school supplies and tuition assistance.

Education

Master in Commerce -

Barkatullah University
Bhopal (M.P)
05-2023

Fundamental And Technical Analysis of The Financial Markets -

2Y Wealth Academy
New Delhi
04-2020

CFA Level 1 Candidate

Skills

  • Portfolio management
  • Financial analysis
  • Investment strategy
  • Risk assessment
  • Asset allocation
  • Client relationship management
  • Analytical thinking
  • Research

Accomplishments

  • Silver medalist – CBSE state athletics championship; selected to represent both Madhya Pradesh and St Joseph's Convent School at the national athletics championship.

Languages

Hindi
First Language
English
Advanced (C1)
C1

Timeline

Portfolio Manager

freelance
06.2023 - Current

Civil Services Preparation

UPSC
06.2021 - 04.2023

Internship Student

Humari Pehchaan NGO
06.2021 - 08.2021

Master in Commerce -

Barkatullah University

Fundamental And Technical Analysis of The Financial Markets -

2Y Wealth Academy

CFA Level 1 Candidate
Mukul Pratap Singh