
Portfolio Basics,Equity & Risk Profiling
Financial Analysis Time managmentAnd Problem solving Mutual Funds & Portfolio Basics
RFPA (International college of financial planning)
Assisted in basic financial analysis, Financial planning and risk profiling.• Supported client
onboarding documentation for investment advisory.• Conducted market and product
research on mutual funds, equity, and debt products.
Motivated and detail‑oriented Finance graduate seeking an entry‑level role in Wealth
Management to apply analytical skills, financialknowledge, and client service orientation to
support financial advisors and contribute to organizational goals.
hereby declare that the information provided above best my knowledge