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Urmi Gandhi

Urmi Gandhi

Investment Executive

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

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  • 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