Anshuman Meher

Bengaluru, Karnataka, India

+91 xxxx xxxxx

[email protected]

266 followers

Timeline
May 2019 - Jul 2019
Field Researcher
NABARD - National Bank for Agriculture and Rural Development
Aug 2019 - Oct 2019
Data Analyst
TOOOPLE Pte. Ltd. Singapore
Jan 2021 - Oct 2021
Assistant Manager
Exide Life Insurance
Current Company
May 2022 - now
Wealth Manager
FinAtoZ.com- RightFocus Investments Pvt Ltd.
Bengaluru, Karnataka, India
About me
Chartered Wealth Manager (CWM®) | Expert in Financial Planning, Wealth Management, and Risk Mitigation | Committed to Empowering Clients' Financial Success
Education
- Gangadhar meher auto. college sambalpur
  2014 - 2017
  Bachelor of commerce - bcom accounting
  Sambalpur University
- Institute of insurance and risk management
  2018 - 2020
  Pgdm financial services and analytics 73.90%
Experience
- Nabard - national bank for agriculture and rural development
  May 2019 - Jul 2019
  Field researcher
- Tooople pte. ltd. singapore
  Aug 2019 - Oct 2019
  Data analyst
- Exide life insurance
  Jan 2021 - Oct 2021
  Assistant manager
- Finatoz.com- rightfocus investments pvt ltd.
  May 2022 - now
  - Wealth Manager
    Apr 2023 - now
  - Associate Wealth Manager
    May 2022 - Mar 2023
Licenses & Certifications
- Post graduate diploma in computer application
  Odisha computer centre
  May 2017
- Nism series v-a: mutual fund distributors certification
  National institute of securities markets (nism)
  Dec 2018
- Nism-series-xxi-a: portfolio management services (pms) distributors
  National institute of securities markets (nism)
  Oct 2022
- Charted wealth manager
  Aafm® (india)
  Jan 2022
- Financial modeling simplified
  Aafm® (india)
  Jul 2021