Shruti Srivastava

Shruti Srivastava

Assistant Sales Manager

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location of Shruti SrivastavaErnakulam, Kerala, India

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  • Timeline

  • About me

    Independent Partner at 1 Finance

  • Education

    • Institute of Public Enterprise

      2011 - 2013
      Post Graduate Diploma in Management Accounting and Finance
    • Indian Institute of Management Raipur

      2019 - 2019
      Executive Certificate Program Advance Corporate Finance and Risk Management

      Activities and Societies: Risk Management Valuation of Mutual Fund Firm Valuation and Risk Analysis

    • Mohanlal Sukhadia University

      2007 - 2010
      Bachelor of Science (B.Sc.) Biotechnology
  • Experience

    • Penguin Health Club

      May 2007 - Feb 2010
      Assistant Sales Manager

      Contacting corporates and selling the product of health club in bulk with the intention-1. Creating awareness towards health as part of Government Obesity control program2. Providing health benefits to the employees as part of staff welfare and benefit scheme

    • Supervisor

      Mar 2010 - Feb 2011
      Shree Balaji Associates

      Shree Balaji Associates is a private recovery firm which works in legal partnership of HDFC at Udaipur. I worked as a supervisor to the team of 15 members. Maintaining document, follow-ups and weekly review and negotiations were the part of my job.

    • Sulakshana Circuits Limited

      May 2012 - Jun 2012
      Internship

      I worked at SCL as an intern. It was a great experience working in a manufacturing unit . It gives an opportunity to understand things or process from terminal. The support i received from the management and the cooperation they gave were beyond the expectation. I learnt time-management, role of tender processes in manufacturing, culture at organization, work behaviour etc. which left an everlasting reflection on my attitude and behaviour.

    • Federal Bank

      Jul 2013 - Nov 2019
      Manager
    • Paush Consulting

      Jun 2021 - now
      Financial Consultant & Entrepreneur
    • 1 Finance

      Jan 2024 - now
      Partner - Qualified Financial Advisor

      As an Independent Qualified Financial Advisor at 1 Finance, I am dedicated to prioritising the best interests of the clients and enhancing their financial wellness.1 Finance, an arm of the Marwadi Chandarana Group, is reimagining the space of personal finance advisory, by offering hyper-personalised and unbiased advice, empowering customers to attain a state of financial well-being.

  • Licenses & Certifications

    • NA

      NA
    • Certified Wealth Manager

      American Academy of Financial Management (AAFM)
      Apr 2019
    • Junior Associate of the Indian Institute of Bankers

      IIBF
  • Honors & Awards

    • Awarded to Shruti Srivastava
      Merit Scholarship Institute of Public Enterprise Mar 2012 The organization honours the student with this scholarship as a reward to their performance in semester examination and overall performance.