Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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
Surat, India
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, India
03.2023

HSC - Accounting And Finance

DELHI PUBLIC SCHOOL
Surat, India
03.2020

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
VANSH PANSARI