Deep Enrich
Mohit Mundada
Relationship Manager
2000 followers
Mumbai, Maharashtra, India
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About me
CERTIFIED FINANCIAL PLANNER®, Credit card nerd, CFA L-1 candidate Let's talk about money compounding, finance, start-ups, economics.
Education
SR Chandak English High School, Solapur
2015 - 2016SSC 89.6%
HIRACHAND NEMCHAND COLLEGE OF COMMERCE ASHOK CHOWK SOLAPUR DIST.SOLAPUR
2018 - 2021Bachelor of Commerce - BCom Accounting and Finance 9.08HIRACHAND NEMCHAND COLLEGE OF COMMERCE ASHOK CHOWK SOLAPUR DIST.SOLAPUR
2016 - 2018HSC Business/Commerce, General 85.54%
Experience
%20Pvt%20Ltd.webp)
Wealth Managers (India) Pvt Ltd
Jan 2022 - Mar 2023Relationship ManagerProviding customised financial planning solutions and investment suggestion to HNI/UHNI
Scripbox
Oct 2022 - Mar 2023AssociateStrategic JV between Wealth Managers(India) Pvt Ltd and Scripbox.Com
Self-employed
Jun 2023 - Nov 2023Independent Consultant
The 1% Club
Nov 2023 - nowFinancial Planner
Licenses & Certifications
CS Foundation
The Institute of Company Secretaries of IndiaFeb 2019
Certified Financial Planner (CFP)
Financial Planning Standards Board Ltd.Mar 2021
Honors & Awards
- Awarded to Mohit MundadaSAN Business Quiz - Jan 2018 Runner up (out of 200+ participants at Solapur district level)
Volunteer Experience
Participant
Issued by Rambhau Mhalgi Prabodhini on May 2017Associated with Mohit Mundada
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