Urmi Gandhi

Urmi Gandhi

Investment Executive

Followers of Urmi Gandhi5000 followers
location of Urmi GandhiMumbai, Maharashtra, India

Connect with Urmi Gandhi to Send Message

Connect

Connect with Urmi Gandhi to Send Message

Connect
  • Timeline

  • About me

    Senior Associate @Morgan Stanley (Ex-Indiabulls Venture and 3a Capital)

  • Education

    • Maxwell

      2018 - 2018
      Advance Diploma in Financial Accounting Accounting and Finance

      Fluent with Basic and Advance (Word, Excel, GST & Tally)

    • Aditya Institute of Management Studies & Research (AIMSR)

      2019 - 2020
      Master of Business Administration - MBA Accounting and Finance

      Full time Masters in Finance from Aditya Institute of Management Studies & Research (AIMSR)

    • University of Mumbai

      2016 - 2018
      Bachelor in Financial Market - BFM Business and Personal/Financial Services Marketing Operations
  • Experience

    • 3A FINANCIAL SERVICES LTD (Buyer & Seller Of Delisted Unlisted Shares & Securities)

      May 2018 - Feb 2019
      Investment Executive

      *Buying and selling of delisted and unlisted shares*Call on the data base of prospective and existing clients provided by the company*Advising clients to invest their capital in all the delisted and unlisted shares*Preparing confirmation documents developing long term relationship with clients and maintain a high level of retention of client base

    • Indiabulls Ventures Limited

      Feb 2019 - Aug 2019
      Associate Manager

      Dealing in online share which are listed on BSE AND NSE and accordingly use to handel clients portfolios and advice them how to invest in sharemarket.

    • NNEELL'S INVEST

      May 2020 - Jun 2020
      Equity Analyst Intern

      Trainee to analyse Equity Market on fundamental and technical basis.

    • Morgan Stanley

      Jun 2021 - now

      Part of the FID who is responsible for onboarding and management of entitlements for external and internal clients

      • Senior Associate

        Jan 2024 - now
      • Associate - Fixed Income Division

        Apr 2022 - Jan 2024
      • Consultant - Fixed Income Division

        Jun 2021 - Apr 2022
  • Licenses & Certifications

    • Financial Accounting with GST

      Maharashtra Technical Self-Development Training Society
      Apr 2021
    • Outstanding Performer and Target achiever

      NNEELL'S INVEST
      Jul 2020
    • Financial Modelling

      Internshala
      Jun 2020
    • Microsoft Excel 2013 Certification

      Max Education
      Nov 2019
    • Microsoft Word 2013 Certification

      Max Education
      Nov 2019
    • Tally TRP9

      Max Education
      Dec 2019
  • Honors & Awards

    • Awarded to Urmi Gandhi
      Target Achiever Nneell Invest July 1, 2020
  • Volunteer Experience

    • Volunteer

      Issued by Arham Yuva Seva Group on May 2014
      Arham Yuva Seva GroupAssociated with Urmi Gandhi
    • Finance Leader

      Issued by Aditya Institute of Management and Research (AIMSR) on Jan 2020
      Aditya Institute of Management and Research (AIMSR)Associated with Urmi Gandhi
    • Placement Coordinator

      Issued by Aditya Institute of Management and Research (AIMSR) on Oct 2019
      Aditya Institute of Management and Research (AIMSR)Associated with Urmi Gandhi