Overview
Work History
Education
Skills
Achievements Awards And Leadership
Extracurricular Activities
Languages
Timeline
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Rishabh Agarwalla

Rishabh Agarwalla

Vile Parle, Mumbai

Overview

3
3
years of professional experience

Work History

Wealth Manager

Fincart Financial Planners
Mumbai
11.2024 - Current
  • Prepared detailed financial plans for clients comprising of Emergency Planning, Insurance Planning, Investment Planning, Retirement Planning & Estate Planning by assessing their current financial situation and future goals.
  • Monitored performance of existing investments and recommended changes when necessary.
  • Researched the various markets in order to provide timely advice on how best to manage a client's assets.

360 ONE WAM

Ravi Patodi
Mumbai
06.2023 - 07.2023
  • Implementation of the learnings through various portfolio construction projects, a financial simulator and wealth creation strategy.

Knovation Advisors LLP

Akash Mansinka
Kolkata
06.2022 - 07.2022
  • Tax Analyst - Research, Weekly Reporting, Assistance in undertaking compliances for various clients (including State Government, Companies, Trusts), Attending client meetings with seniors and circulating minutes of the meeting.

Education

Bachelor of Science - Economics

Narsee Monjee - Sarla Anil Modi School of Economics
Mumbai
05-2024

XII (COMMERCE) -

St. Vincent School(Asansol)
01.2020

Skills

  • Excel
  • PPT
  • Word

Achievements Awards And Leadership

  • President of JUNOON ( Cultural Society ) - NMIMS
  • Sports Captain - St. Vincent School
  • Head of a Society Helping Group - 'MannatCraftingHappiness' - St. Vincent Asansol
  • Captain of Basketball Team - NMIMS
  • State Level Skater - West Bengal
  • Badminton - District level - Paschim Bardhaman
  • Swimming - District level - Dhanbad

Extracurricular Activities

Economic Fest (NMIMS) - EJCON Ka-Ching - Marketing Team 

Shastrath - Sales Team  

Head Of Department - 8 Counts (Dance Club) - NMIMS

Languages

  • English
  • Hindi

Timeline

Wealth Manager

Fincart Financial Planners
11.2024 - Current

360 ONE WAM

Ravi Patodi
06.2023 - 07.2023

Knovation Advisors LLP

Akash Mansinka
06.2022 - 07.2022

Bachelor of Science - Economics

Narsee Monjee - Sarla Anil Modi School of Economics

XII (COMMERCE) -

St. Vincent School(Asansol)
Rishabh Agarwalla