VANSH PANSARI
Surat
Summary
Knowledgeable about research areas and study procedures. Enthusiastic about setting up and carrying out wide array of studies. Diligent, industrious and efficient in handling minute details to gain insights into finance field.
Appeared for CFA LEVEL 1(NOV'23) RESULTS AWAITED
Overview
1
1
Certification
Work History
Research Analyst
Valuationary Edtech Pvt Ltd
04.2022 - 06.2022
- Prepared detailed reports summarizing research findings and recommendations for further action.
- Researched about various topics and facts relevant to finance
- Stayed up-to-date with industry trends and developments to conduct relevant and valuable research.
Education
BCOM(HONS) - Accounting And Finance
SVKM'S MITHIBAI COLLEGE, MUMBAI
Mumbai, India03.2023
HSC - Accounting And Finance
DELHI PUBLIC SCHOOL
Surat, India03.2020
FINANCE
CFA INSTITUE
Skills
- Analytical Mindset
- Decision-Making
- Analytical Thinking
- Microsoft Office
- Personal Experience with stock markets
Certification
APPEARED FOR CFA LEVEL 1 (NOV'23) RESULTS AWAITED
BY CFA INSTITUTE - NOVEMBER ,2023
KOTAK LIFE INSURANCE COMPANY
LIFE ADVISOR -(AGENT CODE- KLI60975364)
JUNE-2023
NISM SERIES-VIII (equity derivatives)
BY NISM(National institue of securities market)-MAY, 2023
FUNDAMNETAL OF EQUITIES
BY INTERACTIVE BROKERS - JULY ,2023
IRDA CERTIFICATION
(Insurance regulatory and development authority of india)
BY IRDA - MAY ,2023
TECHNICAL ANALYSIS
BY UPSURGE.CLUB - AUGUST ,2022
CFA INVESTMENT FOUNDATION
BY CFA INSTITUTE - AUGUST ,2021
PERSONAL FINANCE COURSE
BY CDSL(central depository services ltd) - DEC ,2021
TRAIN EARN AND LEARN
BY ICAI - JULV2021
Timeline
Research Analyst
Valuationary Edtech Pvt Ltd
04.2022 - 06.2022
BCOM(HONS) - Accounting And Finance
SVKM'S MITHIBAI COLLEGE, MUMBAI
HSC - Accounting And Finance
DELHI PUBLIC SCHOOL
FINANCE
CFA INSTITUE
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