Pulkit Singhal
Delhi
Summary
Accomplished Financial Analyst, Adopt in portfolio management and leadership,signficantly enhanced decision making through streamlined financial reporting. Excelled in using eMoney and BlackRock Software and mentored junior analysts, elevating team performance. Proven expertise in Microsoft Excel and fundamental analysis leading a team to achieve superior results
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Analyst
Valenta (Solve)
Delhi
11.2023 - Current
- Front End with USA Financial Advisors
- Worked on Morningstar, to check fact sheets and analyze funds
- Worked on eMoney software, to prepare financial plans for the clients
- Worked on BlackRock Portfolio Analyzer to prepare and Analyze portfolio of clients
- Trained Junior employees the best practices of financial planning, contributing to better team work
- I was leading the team of two people.
Education
CFP Level 1 - Investment Planning Specialist
FPSB Board
Delhi, DL10.2023
BBA -
Guru Gobind Singh Indraprastha University
Delhi, DL07.2022
XIIth -
Modern Public school
Delhi, DL07.2019
Xth -
Modern Public School
Delhi, DL07.2017
Skills
- Fundamental Analysis
- Microsoft Excel
- Equity Derivatives
- Financial Planning
- Leadership Experience
Certification
- NISM SERIES XV RESEARCH ANALYST
- NISM SERIES VIII EQUITY DERIVATIVES
- NISM SERIES VA MUTUAL FUND DISTRIBUTOR
Projects
In my college, I have prepared a project on interrelationship between Economy and Stock Market
Interest
- Reading financial Novels.
- Investing.
- Watching Finance podcast.
- Workout
Timeline
Financial Analyst
Valenta (Solve)
11.2023 - Current
CFP Level 1 - Investment Planning Specialist
FPSB Board
BBA -
Guru Gobind Singh Indraprastha University
XIIth -
Modern Public school
Xth -
Modern Public School
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