Tanvi Unadkat
Mumbai
Summary
Worked as a Wealth Manager on the equity and derivatives desk at a leading brokerage firm in India, managing HNI portfolios, and gaining hands-on exposure to market strategy, trading, and portfolio management.
Currently ongoing structured training in equity research and financial modeling, building foundational skills for entry-level opportunities in equity research.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Manager
Motilal Oswal Financial Services
Mumbai
01.2025 - 12.2025
- Managed equity portfolios exceeding ₹50L+, utilizing options for effective hedging, and tactical opportunities.
- Conducted periodic portfolio reviews, recommending rebalancing strategies based on market trends, performance benchmarks, and sector rotation.
- Developed customized portfolios aligned with client profiling, financial goals, and risk appetite assessments.
- Ensured 100% compliance with SEBI and exchange regulations during equity and derivatives trades, maintaining transparency and audit accuracy.
Capital Markets Intern
Tradeshala
Bangalore
06.2023 - 09.2023
- Gained exposure to global markets, focusing on commodities and currencies.
- Acquired fundamentals of trading and market analysis through hands-on experience.
- Practiced technical analysis, identifying trends and support levels effectively.
- Implemented risk management techniques to safeguard investments.
Accountant
MG Chaware & Co. Pvt. Ltd
Akola
12.2021 - 10.2022
- Assisted in budget preparation and expense tracking activities.
- Utilized accounting software for data entry and reporting tasks.
- Processed invoices and ensured timely payments to vendors.
Education
Certification in Investment And Portfolio Management Specialization - Finance
Rice University, Coursera
Remote01-2026
Equity Research Trainee - Investment Banking & Market Research
Finsckool
New Delhi, India01-2025
Bachelor of Business Administration -
Sant Gadge Baba Amravati University
Amravati, India01-2021
Skills
- Financial modeling
- Equity research
- Trading and investment strategy
- Portfolio management
- Technical analysis
Certification
NISM Series VIII: Equity Derivatives Certification.
Timeline
Wealth Manager
Motilal Oswal Financial Services
01.2025 - 12.2025
Capital Markets Intern
Tradeshala
06.2023 - 09.2023
Accountant
MG Chaware & Co. Pvt. Ltd
12.2021 - 10.2022
Certification in Investment And Portfolio Management Specialization - Finance
Rice University, Coursera
Equity Research Trainee - Investment Banking & Market Research
Finsckool
Bachelor of Business Administration -
Sant Gadge Baba Amravati University