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
Mumbai05-2024
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)
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