Prabudh Juneja

Equity Research Intern

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Gurugram, Haryana, India

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Timeline
About me
Founding Team - Dezerv | WealthTech
Education
- O.P. Jindal Global University (JGU)
  2021 - 2023
  MBA in Digital Banking & Finance Banking, Corporate, Finance, and Securities Law
- Delhi University
  2014 - 2017
  Bachelor of Commerce (Hons.)
Experience
- FICUS SECURITIES PRIVATE LIMITED
  Jan 2015 - Apr 2015
  Equity Research Intern
- FICUS SECURITIES PRIVATE LIMITED
  Sept 2015 - Dec 2015
  Business Development Intern
- FinEdge Advisory
  Aug 2018 - Jun 2020
  - Financial Planning Manager
    Jul 2019 - Jun 2020
  - Business Development Manager
    Oct 2018 - Jun 2019
  - Intern - Business Development
    Aug 2018 - Sept 2018
- INDmoney
  Jul 2020 - Mar 2023
  • Assisting Wealth Management team (3+ Relationship Managers) with client acquisition, portfolio advisory & client retention.• Tracking economic and regulatory indicators to provide high-quality insights and detailed market views.• Conducting analysis and due diligence of financial instruments like PMS’s, Mutual Funds & AIF's in the market.• Financial Planning, Investment research services to UHNI, HNI clients (Platinum Users) with Assets under Advisory.
  - Senior Family Office Manager (Platinum)
    Apr 2022 - Mar 2023
  - Family Office Manager
    Jul 2020 - Mar 2022
- Dezerv
  Feb 2023 - now
  Investment Associate
Licenses & Certifications
- Investment Adviser X-B
  National Institute of Securities Markets (NISM)
  Apr 2021
- Investment Adviser X-A
  National Institute of Securities Markets (NISM)
  Mar 2021