Jenish Rana

Jenish rana

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location of Jenish RanaSurat, Gujarat, India
  • Timeline

  • About me

    Director and Principal Officer- Investment Advisory | Portfolio Management Service (PMS)

  • Education

    • Department of business and industrial management

      2012 - 2014
      Master of business administration (mba) finance distinction

      Activities and Societies: General Secretory of college, Class Representative, Student of The Batch "2012-14" MBA in Finance

    • Brcm college of business administration

      2009 - 2012
      Bachelor's degree business administration and management, general

      Activities and Societies: I was a member of Rotery Club BBA in Finance

  • Experience

    • Dsp mutual fund

      Apr 2013 - Jun 2013

      I was trainee over there for 60 days. But, I was managing banking level under which I had covered 6 PSU Banks.

      • Management Trainee

        Apr 2013 - Jun 2013
      • Summer Intern

        Apr 2013 - Jun 2013
    • Concept securities pvt. ltd

      Apr 2014 - now
      Relationship manager

      I Markets Portfolio Management Services

    • Concept investwell pvt. ltd.

      May 2014 - now
      • Director

        Apr 2023 - now
      • Wealth Manager

        May 2014 - now
      • Business Development Manager

        May 2014 - now
    • Concept securities

      Nov 2017 - now
      Business development manager
  • Licenses & Certifications

    • Amfi

      Amfi
    • Portfolio management service

      National institute of securities markets (nism)
      Apr 2022
    • Nism-series-x-b: investment adviser (level 2) certification examination

      National institute of securities markets (nism)
      Mar 2022
    • Nism series x-a: investment adviser certification examination

      National institute of securities markets (nism)
      Jun 2021
    • Nism-series-viii: equity derivatives certification examination

      National institute of securities markets (nism)
      Aug 2014
    • Nism-series-v-a: mutual fund distributors certification examination

      National institute of securities markets (nism)
      Mar 2019
    • Ncfm derivative module

      Nism
      Feb 2015
  • Honors & Awards

    • Awarded to Jenish Rana
      Recognition of Significant Contributions to the Company Concept Investwell Pvt. Ltd. Feb 2020
    • Awarded to Jenish Rana
      Student of The Batch - MBA - DBIM DBIM Mar 2014
  • Volunteer Experience

    • Member

      Issued by Rotary club, surat on Jul 2010
      Rotary club, suratAssociated with Jenish Rana