Anshuman Meher

Anshuman meher

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location of Anshuman MeherBengaluru, Karnataka, India
Phone number of Anshuman Meher+91 xxxx xxxxx
Followers of Anshuman Meher266 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