Meet Lalcheta

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