Pooja Desai
Financial Planner
Thane
Summary
I am an experienced Paraplanner with a passion for ensuring seamless execution of financial operations. Eager to learn with senior advisors and further develop my skill set. Possesses robust problem-solving, relationship management, and communication capabilities. As an ambitious entry-level financial professional, I am actively seeking a new opportunity as a Paraprofessional. Proficient in client relationship management and financial data analysis, I am dedicated to putting in the effort, adapting swiftly, and tackling any challenge to progress. I am a Para Planner well-versed in financial procedures and meticulous recordkeeping. I excel in identifying and rectifying discrepancies, and prioritising accuracy and timeliness in my work.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Para Planner
Azuke Personal Finance Advisory
Mumbai
01.2022 - Current
- Create comprehensive financial plans and investment recommendations to clients.
- Recommend specific investments to help clients meet financial goals.
- Meet clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Advise clients on investments, retirement and estate planning.
- Educate clients on potential risks and rewards associated with various investments.
- Research and evaluate potential investment products for clients.
- Monitor and update financial plans to comply with client goals.
Education
SSC -
Swami Vivekanand Vidyamandir
Dombivali, Thane 06.2013 - 05.2014
HSC - Commerce
Pragati College of Art And Commerce
Dombivali, Thane 06.2014 - 05.2016
Bachelor of Commerce - Commerce
Pragati College of Arts And Commerce
Dombivali, Thane 06.2016 - 05.2019
Master of Commerce - Accounting And Finance
University of Mumbai
Mumbai, India 01.2022 - 07.2023
FPSB® Investment Planning Specialist Module -
Financial Planning Standards Board
India 04.2001 -
FPSB® Retirement And Tax Planning Specialist -
Financial Planning Standards Board
India 04.2001 -
Skills
Comprehensive Financial planning
Accomplishments
Level 4 Kathak Dancer from Akhil Bharatiya Gandharva Mahavidyalaya
Timeline
Para Planner
Azuke Personal Finance Advisory
01.2022 - Current
Master of Commerce - Accounting And Finance
University of Mumbai
01.2022 - 07.2023
Bachelor of Commerce - Commerce
Pragati College of Arts And Commerce
06.2016 - 05.2019
HSC - Commerce
Pragati College of Art And Commerce
06.2014 - 05.2016
SSC -
Swami Vivekanand Vidyamandir
06.2013 - 05.2014
FPSB® Investment Planning Specialist Module -
Financial Planning Standards Board
04.2001 -
FPSB® Retirement And Tax Planning Specialist -
Financial Planning Standards Board
04.2001 -
Similar Profiles
Tendresse OLONGETendresse OLONGE
Assistante de gestion at Advance Capital Transaction Advisory Services : entreprise de conseil en gestion et financeAssistante de gestion at Advance Capital Transaction Advisory Services : entreprise de conseil en gestion et finance
SUNIL BANGISUNIL BANGI
Corporate Debt Restructuring Research Associate at SAGE 3 CORPORATE FINANCE ADVISORYCorporate Debt Restructuring Research Associate at SAGE 3 CORPORATE FINANCE ADVISORY
Vishal SharmaVishal Sharma
Senior Service Desk Analyst at Kroll (Risk Consulting & Finance Advisory)Senior Service Desk Analyst at Kroll (Risk Consulting & Finance Advisory)
Vilien DengléVilien Denglé
Business Director at RAYMOND CONSUMER CARE PVT. LTD.Business Director at RAYMOND CONSUMER CARE PVT. LTD.
Janvi Jagannath ParabJanvi Jagannath Parab
Deputy Manager – Finance and Accounts at MAHINDRA SUMMIT AGRISCIENCE LTD.Deputy Manager – Finance and Accounts at MAHINDRA SUMMIT AGRISCIENCE LTD.