RISHAB ASWAL
Faridabad
Summary
Motivated and detail-oriented finance professional with a strong foundation in equity research, financial analysis, and investment advisory. Proficient in financial modeling, valuation techniques, and market analysis, seeking an Equity Advisor role to leverage analytical skills and investment knowledge in guiding clients toward informed financial decisions. Passionate about capital markets and dedicated to delivering data-driven investment strategies while ensuring regulatory compliance and client satisfaction.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Finance Intern
Age's federal life insurance
Delhi
06.2024 - 08.2025
- Advised clients on life insurance products, emphasizing their role in financial planning and investment.
- Educated customers on the benefits of life insurance, including tax advantages, wealth protection, and long-term financial security.
- Assessed clients' financial goals and risk appetite to recommend suitable insurance and investment solutions.
- Provided insights on retirement planning, tax-saving strategies, and asset protection through insurance.
- Assisted in lead generation and client relationship management, ensuring a smooth onboarding process for policyholders.
Finance Trainee
META APPLY
Noida
09.2024 - 11.2024
- Maintained up-to-date accounting records, and assisted in finalizing the balance sheet.
- Reconciled fixed assets with the balance sheet, and ensured alignment with physical asset verification.
- Streamlined inventory management by implementing the LIFO (Last In, First Out) method, improving accuracy in stock valuation.
- Analyzed current asset expenditures and allocation, providing insights for better financial decision-making.
- Assisted in MIS reporting by compiling financial data and generating reports for management review.
- Supported TDS filing and ensured compliance with taxation requirements based on the provided financial data.
- Supported budget process by tracking expense records and documenting financial data.
- Helped to conduct account, voucher, and other record audits.
Education
MBA - FINANCIAL MANAGMENT
GALGOTIAS UNIVERSITY
SEC 17 A GAUTAM BUDDHA NAGAR (U.P)07-2025
Some College (No Degree) - THE VALUATION SCHOOL
EQUITY RESEARCH COHORT
07-2025
BCOM - GENERAL (SOL)
DELHI UNIVERSITY
DELHI08-2023
REQUITY ESEARCH ANALYST
NISM SERIES XV
PURSUESkills
- Accounting and Financial Statements Interpretation – Strong grasp of P&L, Balance Sheet, and Cash Flow Statements
- Proficient in MS Excel
- Equity Research and Analysis – Basic knowledge to analyze stocks, industries, and companies
- Fundamental Analysis – Understanding Financial Statements
- Communication skills
- Teamwork
Certification
- INTRODUCTION TO FINANCIAL PLANNING (BY NISM CERTIFIED TRAINER )
- INTRODUCTION TO DEPOSITORY SERVICES (BY PLAB FOUNDATION)
- INTRODUCTION TO FINANCIAK MANAGMENT (GREAT LEARNING)
- INTRODUCTION TO FINANCIAL REPORTING (GREAT LEARNING)
- CERTICATION IN BEHAVIORAL FINANCE (GREAT LEARNING)
- CERTIFICATE IN INTERNATIONAL FINANCE WITHOUT FORMULA (UDEMY)
Timeline
Finance Trainee
META APPLY
09.2024 - 11.2024
Finance Intern
Age's federal life insurance
06.2024 - 08.2025
MBA - FINANCIAL MANAGMENT
GALGOTIAS UNIVERSITY
BCOM - GENERAL (SOL)
DELHI UNIVERSITY
REQUITY ESEARCH ANALYST
NISM SERIES XV
Some College (No Degree) - THE VALUATION SCHOOL
EQUITY RESEARCH COHORT
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