Deep Enrich
Kunal Karnad
Portfolio Management -Intern
1000 followers
Pune, Maharashtra, India
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About me
Cleared all levels of CFP (Certified Financial Planner) and Pursuing Bachelor of Commerce
Education
Financial Planning Standards Board Ltd.
2022 - 2023CFP Financial Planning and ServicesSinhgad Spring Dale Public School
2012 - 201910th 93.8%
Savitribai Phule Pune University
2021 - 2024Bachelor's degree Business/Commerce, General
The Institute of Chartered Accountants of India
2020 - 2021Foundation degree Accounting and Finance
Brihan Maharashtra College Of Commerce
2019 - 2021Junior College Business/Commerce, General 94.6%
Experience
Ready Wealth
Jan 2022 - Mar 2022Portfolio Management -Intern
NS Wealth Solution Pvt ltd
Oct 2022 - Apr 2023Financial Planning Intern
Licenses & Certifications
.webp)
NISM-Series-X-B: Investment Adviser (Level 1) Certification Examination
National Institute of Securities Markets (NISM)May 2025NISM-Series-V-A: Mutual Fund Distributors Certification Examination
National Institute of Securities Markets (NISM)Sept 2025- View certificate
CFA Program Level I
CFA InstituteJan 2025
Investment Planning Specialist
FPSB IndiaApr 2023NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
National Institute of Securities Markets (NISM)Mar 2025NISM-Series-XIII: Common Derivatives Certification Examination
National Institute of Securities Markets (NISM)Nov 2025Risk and Estate Planning Specialist
FPSB IndiaApr 2023Retirement and Tax Planning Specialist
FPSB IndiaApr 2023
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