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Shubham Gurav
Wealth Manager
Pune
Summary
Accomplished Wealth Manager skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition.
Overview
1
1
year of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Teacher and Mentor
Ekalavya and Path Foundation
Pune
07.2021 - Current
- Pro Bono mentoring and guidance to underprivileged students in their preparation for National Entrance Exams.
- Mentored over 40 Students from which 30 qualified for reputed Universities.
- Supervised learning groups of students in classroom stations.
- Planned and implemented integrated lessons to meet national standards.
Legal Associate
A A Associates
Pune
07.2021 - 11.2021
- Advised clients on legal matters such as financial crimes and money matters.
- Oversaw average of 15 cases each month.
- Interpreted laws, rulings and regulations for individuals and businesses that primarily dealt with financial crimes, Insolvency and Bankruptcy matters, Dishonor of Cheque cases.
Internship Student
Tadamon-The Egyptian Refugee Multicultural Council
Cairo
12.2019 - 01.2020
- Assisted with projects related to issues of Refugees and asylum seekers by applying strong analytical skills and studies.
- Analyzed problems and worked with teams to develop solutions.
- Collaborated with team to optimize workflow and achieve objectives.
- Became strong advocate for rights of Refugees reform.
Education
Integrated Diploma in Wealth Management - Wealth Management
International College of Financial Planning
Mumbai, India 05.2022 - Current
B. A. LL. B - Law
Indian Law Society's Law College
Pune, India 10.2016 - 08.2021
Higher Secondary Certificate - Science
Kai. Sau. G. F. Patil Jr. College
Shahada, Maharashtra, India 06.2015 - 04.2016
Secondary School Certificate -
Chavara English Medium School
Shahada, Maharashtra, India 06.2013 - 04.2014
Skills
Financial planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Almost everything worthwhile carries with it some sort of risk, whether it’s starting a new business, whether it’s leaving home, whether it’s getting married, or whether it’s flying into space.
Chris Hadfield
Timeline
Integrated Diploma in Wealth Management - Wealth Management
International College of Financial Planning
05.2022 - Current
Teacher and Mentor
Ekalavya and Path Foundation
07.2021 - Current
Legal Associate
A A Associates
07.2021 - 11.2021
Internship Student
Tadamon-The Egyptian Refugee Multicultural Council
12.2019 - 01.2020
B. A. LL. B - Law
Indian Law Society's Law College
10.2016 - 08.2021
Higher Secondary Certificate - Science
Kai. Sau. G. F. Patil Jr. College
06.2015 - 04.2016
Secondary School Certificate -
Chavara English Medium School
06.2013 - 04.2014
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