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Mohammad Aamish Aaftab, CFP®

Mohammad Aamish Aaftab, CFP®

Trainee

Followers of Mohammad Aamish Aaftab, CFP®3000 followers
location of Mohammad Aamish Aaftab, CFP®Dubai, United Arab Emirates

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  • Timeline

  • About me

    Helping global financial advisors streamline operations by providing dedicated remote support - your virtual team, not just outsourcing.

  • Education

    • CFP by FPSB

      -
      Certified Financial Planner Financial Planning

    • Financial Planning Standard Board of India

      2021 - 2023
      Certified Financial Planner Financial Planning and Services

      Cleared Level 1 (Investment Planning specialist)Cleared Level 2 (Tax Planning Specialist)Cleared Level 3 ( Risk and estate planning)Cleared Level 4 (Integrated Financial Planning)

    • INSTITUTE OF HOTEL MANAGEMENT AND CATERING TECHNOLOGY AND APPLIED NUTRITION,Mumbai

      2017 - 2020
      Bachelor of Science Hospitality Administration/Management

    • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

      2021 - 2023
      Master of Business Administration - MBA

  • Experience

    • Rotana Hotel Management Corporation PJSC

      Nov 2018 - Mar 2019
      Trainee

      Media Rotana, Dubai

    • My Captain

      Jun 2020 - Jun 2020
      Sales And Marketing Intern

      online Internship

    • CarJoz

      Sept 2020 - Nov 2020
      Entrepreneurship Intern

      work from home/online Internship

    • Ingenetus

      Jul 2022 - Sept 2022
      Investment Advisor

    • Self Employed - Paraplanning

      Oct 2022 - Sept 2024
      US Paraplanner

      **Beacon Pointe (Nov 2022 - Feb 2023)Engaged with Beacon Pointe on a software transitioning project. Spearheaded the reorganization and maintenance of the firm's information structure, ensuring streamlined operations and improved data management.**Arete Wealth - Operations Manager (March 2023 - Jan 2024)Played a pivotal role in growing their business by managing various back-end tasks. Responsibilities included portfolio management encompassing investment management and tax planning. Managed custodial paperwork primarily for Charles Schwab and TD Ameritrade. Maintained CRM data integrity, utilizing platforms like Salesforce, and leveraged portfolio management software such as Advyzon and Y-Charts. Contributed to business process optimization and digital transformation efforts.**Financial Chef - Remote Paraplanner - (Jan 2024 - March 2024)Collaborated with Financial Chef to enhance operational efficiency and client services. Streamlined workflow management, developed SOPs, and integrated AI tools for process automation. Assisted in website development, crafted training materials, and managed project timelines using project management tools. Additionally, provided financial planning and analysis support using Emoney Financial Planning Software.**Short-term Back-end Projects**Undertook part-time and short-term engagements focused on marketing projects, brand visibility, and client engagement. Managed content creation, campaign planning, and digital marketing strategies. Utilized skills in project management and attention to detail to ensure successful project delivery. Show less

    • Stedder Technology

      Jan 2023 - now
      Finance Manager

    • Aamishaaftab.com

      Oct 2024 - now
      Founder

  • Licenses & Certifications

    • Entrepreneurship Workshop

      My Captain
      Jun 2020

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Nov 2024
      View certificate certificate