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
Presidentof JUNOON ( Cultural Society ) - NMIMS
Sports Captain - St. Vincent School
Head of a Society Helping Group - 'MannatCraftingHappiness' - St. Vincent Asansol
Captainof 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