Meet Lalcheta

Meet Lalcheta

Rotaractor

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location of Meet LalchetaNavi Mumbai, Maharashtra, India

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  • Timeline

  • About me

    AM at Anand Rathi Wealth

  • Education

    • Indian Institute of Education & Business Management

      2022 - 2024
      PGDM Finance
    • Bhakta Kavi Narsinh Mehta University (BKNMU), Junagadh

      2019 - 2022
      Bachelor of Business Administration - BBA Finance and Marketing 70%
  • Experience

    • Rotaract

      Sept 2022 - Jul 2024
      Rotaractor
    • Vipla Foundation

      Jan 2023 - Jan 2023
      CSR

      Vipla Foundation provide vocational skills training for women aged 18-30 years, residing in urban settlements in Maharashtra and Delhi NCR. Our goal is to enhance employment opportunities for these women, especially those who have dropped out of formal education, so that they can lead independent and financially secure lives.

    • Investsphere Wealth Pvt. Ltd.

      May 2023 - Jul 2023
      Summer Internship

      Investsphere Wealth Pvt. Ltd. is a wealth management firm that provides a range of services to its clients, including portfolio management provide all types of financial products and do financial planning. My LearningsI learned about the different aspects of portfolio management, including asset allocation, risk management, and performance evaluation.I gained experience in equity research, which involves analyzing financial statements, researching industry trends, and making investment recommendations.I learned how to handle expenses, such as travel and entertainment, in a way that is compliant with company policy.I gave a presentation about restructuring a portfolio, which involved identifying areas of improvement and developing a plan to implement those changes.Overall, I had a great experience at Investsphere Wealth Pvt. Ltd. I learned a lot about the wealth management industry and gained valuable skills that will be helpful in my future career. Show less

    • Anand Rathi Wealth Limited

      May 2024 - now
      Account Manager
  • Licenses & Certifications

    • EdX Professional Certificate for M&A: Free Cash Flow (FCF) Modeling

      EdX
      Mar 2023
      View certificate certificate
    • EdX Professional Certificate for Equity Portfolio Management

      EdX
      Apr 2023
      View certificate certificate
    • Excel basic to advanced by Trump Excel

      Cursa - Free online courses with Certificate
      Sept 2023
    • EdX Verified Certificate for Introduction to Corporate Finance

      EdX
      Feb 2023
      View certificate certificate
    • ImperialBusinessX Verified Certificate for Accounting Essentials

      EdX
      Nov 2022
      View certificate certificate
    • Introduction to Capital Markets

      Corporate Finance Institute® (CFI)
      Oct 2023
      View certificate certificate
    • JPMorgan Chase - Investment Banking Job Simulation

      Forage
      Sept 2023
      View certificate certificate
    • EdX Professional Certificate for Hedge Funds

      EdX
      Apr 2023
      View certificate certificate
    • EdX Verified Certificate for Fundamentals of Digital Marketing

      EdX
      Nov 2022
      View certificate certificate