Lavneet Kaur

Intern

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Faridabad, Haryana, India

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Timeline
About me
I am a Aspiring CFA, appearing for CFA(AIMR) level I examination June, 2012. Looking forward to explore the Fundamental Research world. Further, moving towards my goals and to enrich my Professional experience, I am working with Religare Securities Limited, Noida, INDIA. At Present, i am a Equity Advisor, having knowledge about many Investment products available in Capital Markets and its various segments, helping Clients to invest in a suitable products keeping in view certain parameters such as, Risk, Return, Time period of investment, Taxation, Liquity, etc. Specialties: Capital Market, Currency, Capital Line, Metastock
Education
- ICFAI, Tripura
  -
  Chartered Financial Analyst Finance and Investments
- Jagannath International Management School
  -
  Bachelors Management (BBA) Graduate
- Public South Delhi Polytechnics for Women
  -
  Advertisement, Public Relation and Business Studies Diploma Advertising, Public Communication, Business developments Graduation
  Activities and Societies: Skilled with the understanding of how Advertisements are prepared focusing on the layouts, design and content writing; to further add to the better Public communications and creating a better business by utilising the best available channels.
- Guru Jambheshwar University
  -
  Bachelors Bachelors of Business Administration
Experience
- Standard Chartered
  Jul 2004 - Sept 2004
  Intern
- Rotaract
  Jun 2007 - Jul 2008
  District Secretary - PR and Communications
- HCLTech
  Sept 2008 - Oct 2008
  Executive
- Freelance
  Jan 2009 - Mar 2010
  Freelance - Technofunda Report Writing
- Religare Securities Ltd
  Aug 2010 - Jul 2011
  Equity & Investment Advisor
- ANS Affiliates Solutions Pvt. Ltd.
  Aug 2011 - Dec 2015
  Accounts Manager
- Pace Stock Broking Services Pvt. Ltd.
  Jul 2012 - Aug 2015
  Investment Manager (Sub-BrokerShip)
- IVentures Capital
  Oct 2015 - Dec 2015
  AVP - Equity & Research
- Arth Solutions
  Feb 2018 - Jun 2019
  Entrepreneur
- Agility Exchange Platform
  Jan 2020 - Oct 2021
  Content Writer
- Winbold
  Jul 2020 - Apr 2021
  Chief Investment Officer
- TradeLEARN
  May 2021 - Oct 2021
  Educational Content Developer
- Novotoc Infotech Pvt Ltd
  Sept 2021 - Oct 2021
  Chief Investment Strategist
- EY
  Nov 2021 - now
  Operations Manager
Licenses & Certifications
- Financial Markets (NCFM)
  National Institute of Securities Markets (NISM)
- Introduction to Power BI
  DataCamp
- Introduction to Business Intelligence
  Corporate Finance Institute® (CFI)
  May 2021
  View certificate
- NSE certified Market Professional - NCMP
  National Institute of Securities Markets (NISM)
- Introduction to ESG
  Corporate Finance Institute® (CFI)
  May 2021
  View certificate