Overview
Work History
Education
Accomplishments
Timeline
Generic

VARSHA CHAUHAN

Overview

7
7
years of professional experience
7
7
years of post-secondary education

Work History

Technical Analyst

  • Successfully completed research report on HFT (High Frequency Trading)
  • Exposure to technical analysis in
  • Equity markets
  • Learned innovative low/no-cost marketing strategies to sell company’s product in the market
  • Implementation of recommendations and appropriate solutions including: personal banking, home finance, investment allocatio
  • Developing new and expanding existing High Net Worth customer relationships for liabilities and commercial assets
  • Analyzed the stock, bond and mutual fund mix in a client's portfolio to ensure that the asset allocation met their stated investment objective.

Financial Planner & Advisor

Serengeti Ventures Pvt Ltd
06.2018 - Current
  • Mumbai
  • AZAD program is design to help clients to be financially free
  • Built and managed portfolio comprised of 35+ clients totaling 2600M in assets under management
  • Financial planning by understanding client’s current financial scenario, goals, life stage and risk profile
  • Developing a customized plan by covering risk, insurance planning, tax-planning, debt- reduction plan, if any and planning for all goals
  • Tracking Bond market, Mutual funds and company recommended stocks and help client investing at right opportunity
  • Creating and maintaining investment portfolio for growth & return by rebalancing portfolio, adjusting to economy and market changes
  • Conduct the Quarterly and Annual Review meetings with the customers to access & review the progress made in the quarter/ year and to update the Financial Plan, if needed
  • Continuing research and knowledge accumulation on various asset classes, investment products and market situation
  • Maintaining the high levels of customer service standards of the company and being proactive in dealing with them
  • Helping company’s head with ideas of increasing client base, revenue, service

Business Banking Relationship Manager (Deputy Manager)

Kotak Mahindra Bank Ltd
Mumbai
05.2017 - 02.2018
  • Actively managed a client base with Asset size over INR 150 million
  • Provided financial services for individuals and businesses by conducting extensive profiling and needs assessment analysis.

Finance Intern

Tradebulls Securities Pvt. Ltd
Mumbai
06.2016 - 02.2016
  • Equity Research & sales
  • Observing trends in market for the period May & June, 2016
  • Research on growth Prospect of IT industry
  • Carried out Economy, Industry company analysis & competitive analysis on Infosys Company.

Finance Intern

The Financial Doctor
Mumbai
01.2016 - 01.2016

Education

MBA - FINANCE

Welingkar Institute of Management Development & Research, Mumbai University
01.2015 - 04.2017

BACHELOR - ENGINEERING, INFORMATION TECHNOLOGY

MET's Institute of Engineering
01.2010 - 04.2014

Accomplishments

  • NISM Series XA & B: RIA
  • Certified Equity Research &
  • Financial modeling: ForeVision; 2016
  • NISM Module series V-A: Mutual Fund
  • ACHIEVEMENT
  • Finalist of Consulting Competition
  • CONSULERE’16 held by IIT Kanpur, a live industry Challenge
  • Contributed to the MIT Emerging Worlds event 2017, Mumbai

Timeline

Financial Planner & Advisor

Serengeti Ventures Pvt Ltd
06.2018 - Current

Business Banking Relationship Manager (Deputy Manager)

Kotak Mahindra Bank Ltd
05.2017 - 02.2018

Finance Intern

Tradebulls Securities Pvt. Ltd
06.2016 - 02.2016

Finance Intern

The Financial Doctor
01.2016 - 01.2016

MBA - FINANCE

Welingkar Institute of Management Development & Research, Mumbai University
01.2015 - 04.2017

BACHELOR - ENGINEERING, INFORMATION TECHNOLOGY

MET's Institute of Engineering
01.2010 - 04.2014

Technical Analyst

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VARSHA CHAUHAN