
Timeline
About me
Financial Advisor at Motilal Oswal Financial Services || Graduate in Bachelor of Business Management (Finance)
Education

Narsee monjee educational trust's - jamnabai narsee school
-Isc business/commerce, general 94.5%Activities and Societies: -JNMUN (Model United Nations) VICE CHAIR and MODERATOR -AWS (Annual World Summit) MUN DELEGATE -CASCADE ORGANISATION COMMITTEE MEMBER -SUPW Activity participated in teaching rural elementary children -IAYP participated in team building skills -EXTEMPORE COMPETITION Participation

Somaiya vidyavihar university
2021 - 2024Bachelor of business management finance 9.45 cgpaActivities and Societies: -BUSINESS CLUB President 2023-24 -BUSINESS CLUB Vice President 2022-23 -INVICTUS (academic annual festival) Head of Events Department 2022-23 -SOMAIYA DEBATING SOCIETY PR Representative for the college 2021-22 Presiding officer/Moderator in DEBATABLES
Experience

Business club
Jun 2022 - Mar 2024Provided strategic direction and leadership to the business club, fostering a dynamic and engaging environment for members.Organized and led regular meetings, ensuring effective communication and collaboration among members.Oversaw the planning and execution of events such as workshops, guest speaker sessions, and networking mixers.Mentored and supported club members in achieving their personal and professional goals, fostering a supportive and inclusive community within the organization. Show less
President
Jul 2023 - Mar 2024Vice President
Jun 2022 - Jul 2023

Invictus sksc
Jul 2022 - Jun 2023Head of eventsWas awarded BEST HOD(Head of Department) as I played a pivotal role in orchestrating a diverse array of engaging and memorable events, contributing to the vibrant academic fabric of our institution. With a keen eye for detail and a passion for creativity, I led a dedicated team in conceptualizing, planning, and executing a series of successful events that showcased the talents and aspirations of our student community.Through this role, I honed valuable leadership, organizational, and interpersonal skills,fostering a sense of camaraderie among participants and attendees alike. Show less

Percept financial consultants private limited
May 2023 - Jun 2023InternI actively contributed to the organization's mission of supporting the growth and development of small businesses. Throughout my tenure, I gained valuable hands-on experience in the intricacies of loan assessment, risk analysis, and financial evaluation processes tailored specifically to the needs of MSMEs. Collaborating closely with seasoned professionals, I honed my analytical skills and acquired a comprehensive understanding of the regulatory frameworks governing lending practices in the MSME sector. Show less

Motilal oswal financial services ltd
Jun 2024 - nowFinancial advisorProviding personalised investment guidance,managing client portfolios, and offering financial advice.Leveraging understanding of market trends and investment vehicles to provide personalized strategies that align with each client’s unique goals.Also developing and maintaining a long term relationship with Business Partners and focusing on generating new business.Ensuring all the activities are in adherence as per compliance and risk.Crossing selling third party products like Mutual fund, SIP, and PMS. Show less
Licenses & Certifications
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Nism series viii equity derivatives
National institute of securities markets (nism)Jul 2024.webp)
Nism series xv research analyst
National institute of securities markets (nism)Sept 2024
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