Siddhi Shah

Equity Research Analyst

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Thane, Maharashtra, India

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Timeline
About me
Wealth manager at Bajaj Capital | Account Manager at Anand Rathi Wealth | PGDM in Finance | NISM Series XV | NISM Series VA | MCOM
Education
- Sou A K joshi English Medium School,Thane
  2003 - 2015
  SSC ssc
- Chetana's Institute of Management & Research
  2020 - 2022
  Master of Business Administration - MBA Finance, General
- Arts & Commerce jobs
  2017 - 2020
  Bachelor of Commerce - BCom Business/Commerce, General
- University of Mumbai
  2020 - 2022
  M com commerce 1st class
- Arts & Commerce jobs
  2015 - 2017
  Hsc Business/Commerce, General
Experience
- Growth Arrow Company
  May 2021 - Jun 2021
  Equity Research Analyst
  1. Acquired deep insights in the equity market and traded on some occasions2. Applied the technical and fundamental skills for daily trading in the Indian stock market and the Forex market3. For my performance received a Letter of Recommendation
- Money Management India
  Jul 2021 - Jul 2021
  Equity Research Analyst
  1. Market Research on Alternative Investment Funds2. Prepared and presented dossiers and firm profiles3. Analyzed the Portfolio Performance of Wealth Management firms4. Analyzed Portfolio Management Services (PMS) strategies performance according to the category of funds.
- Anand Rathi Wealth Limited
  Jan 2022 - Oct 2022
  Account Manager
  1. Assisted RM in making financial plans and monitoring performance of 28 HNI clients.2.Advising clients on strategy which includes asset allocation and services like tax planning, will planning and trust planning
- Bajaj Capital Ltd
  Oct 2022 - now
  Assistant wealth manager
  Provide financial advisory,Retirement planning, investment related solutions etc. to HNI clients
Licenses & Certifications
- Python Basic to Advanced
  Digital Koday
  Feb 2021
- Career Edge - Knockdown the Lockdown
  TCSion Indore
  Apr 2020
- Basics of fx
  Growth Arrow Company
- Nism Series VA - Mutual Fund Distributors
  National Institute of Securities Markets (NISM)
  Jun 2022
- Excel Skills for Business: Essentials
  Coursera
  Nov 2020
- Learn Microsoft Powerpoint
  Udemy
  Jul 2020
  View certificate
- Four Fundamentals of Financial Planning
  Udemy
  May 2020
- Research analyst certification examination- nism series XV
  National Institute of Securities Markets (NISM)
  Jun 2021