Talk to sales Try for Free
Sani Modi

Sani Modi

Financial Services Advisor

Followers of Sani Modi614 followers
location of Sani ModiGujarat, India

Connect with Sani Modi to Send Message

Connect

Connect with Sani Modi to Send Message

Connect

  • Timeline

  • About me

    SMSF Accountant, Ex Internal Audit Executive, Ex International Relation Officer

  • Education

    • Hemchandracharya North Gujarat University

      2017 - 2020
      Bachelor of Business Administration - BBA Finance, General

    • Kadi Sarva Vishwavidyalaya (KSV), Gandhinagar

      2021 - 2023
      Master of Business Administration - MBA Finance 6.90

  • Experience

    • Anand Rathi Share and Stock Brokers Ltd

      Jun 2022 - Jul 2022
      Financial Services Advisor

      Done in depth study on traders psychology while trading in equity derivatives.Learn behaviour of trades in equity derivative market.

    • KFin Technologies Ltd.

      Aug 2022 - Mar 2023
      Associate

      Worked with GFS department for philipines clients and doing transaction processing part for them.Got experience regarding philipines mutual fund scheme and their processing.

    • MAS Financial Services Limited

      Mar 2023 - Aug 2023
      Internal Audit Executive

      Credit Auditor, Credit Aprisal Memo analysis and Operation Auditor for whole process of SME loans,Two wheeler loans,MSE loans,SBL loans and SPL loans.Also work for Partnership Business audit, Sanction letter Audit and Post Disbursement Audit and HMS Audit (Hardware Management System) Works.Gaining experience for golden products of Mas financial services at the Head office.

    • CountHQ

      Aug 2023 - now
      SMSF ACCOUNTANT

      Working on Australia clients for SMSF division with the showcasing efficiency in Class Super and BGL 360 Software.

  • Licenses & Certifications

    • AI Tools Workshop

      United Latino Students Association
      Sept 2025
      View certificate certificate

    • NISM-Series-VIII: Equity Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      Jul 2022
      View certificate certificate

    • NISM-Series-V-A: Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Sept 2021
      View certificate certificate

    • Support and Resistance: Theory and Application

      Udemy

    • Aero Advance

      Aero Workflow
      Aug 2023

    • Analyzing Growth Drivers & Business Risks

      Corporate Finance Institute® (CFI)
      Sept 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Sani Modi
      Spirit Awards - Excellence CountHQ Sep 2025 Passion, Dedication and Excellence
    • Awarded to Sani Modi
      Star of the Month May 2025 CountHQ Jun 2025 Highest number of funds complications along with query review and final reviews
    • Awarded to Sani Modi
      Star of the Month February 2025 CountHQ Mar 2025 Most productive member among the Department in the month of February.
    • Awarded to Sani Modi
      Star of The Month November 2024 - Dec 2024
    • Awarded to Sani Modi
      Consistent Achiever CountHQ Sep 2024
    • Awarded to Sani Modi
      Star of the Month June 2024 CountHQ Accounting & Taxation Jul 2024
    • Awarded to Sani Modi
      Star of the Month April 2024 CountHQ Accounting & Taxation Jun 2024
    • Awarded to Sani Modi
      BEST STUDENT OF THE YEAR 2022 - Mar 2022
    • Awarded to Sani Modi
      FUND KA FUNDA S.K. PATEL INSTITUTE OF MANAGEMENT AND COMPUTER STUDIES Mar 2022 Portfolio management game where we have to manage 5 lakh rupees amount for one day and have to obtain maximum profit among the other participants
    • Awarded to Sani Modi
      ABHIGYANAM BUSINESS QUIZ - Feb 2022 Winning team in Business Quiz