Soham Joshi

Marketing Intern

721 followers

Mumbai, Maharashtra, India

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Timeline
About me
CFP-Capstone cleared || Finance Lab || Nism-VIII || Faculty for Certified Financial Planning || Mutual funds || CFA Aspirant
Education
- V K Krishna Menon College of Commerce and Economics Sharad Shankar Dighe College of Science Near Bhandup Rly Station Bhandup East Mumbai 400 042
  2020 - 2023
  Fybms fybms
- University of Mumbai
  -
Experience
- MyCaptain
  Sept 2020 - Nov 2020
  Marketing Intern
- MentorChamp Edtech
  Oct 2023 - Feb 2024
  Operations Manager
  1)Financial planning for clients in mutual funds2)Researching mutual funds for clients on NGEN markets.3)Mutual fund operations (Bsestar mf, Ifa planet, Prudent, Fundbazaar)4) Co-ordinating with team for increasing AUM5) Reviewing client portfolios and suggesting better funds
- FPA Edutech
  Jun 2024 - now
  1- CFP lectures 2- Doubt solving via Chat/Email/whatsapp3- Working on content i.e.CFP workbooks, Updating & Correcting Mock tests4- Improving Student Journey 1- Doubt solving session for students via email/chat/call2- Updating & Correcting Content i.e Workbook, Mocks
  - Training & content
    Sept 2024 - now
  - Training & content
    Jun 2024 - Sept 2024
Licenses & Certifications
- Risk & Estate Planning Specialist FPSB USA
  FPSB India
  Dec 2023
- Finance lab
  EDUFINPACT LABS PVT LTD ( Infinite Financial Academy)
  May 2023
- Business development
  MyCaptain
  Nov 2020
- NISM Series 8 Equity Derivatives
  National Institute of Securities Markets (NISM)
  Oct 2023
- Certified Financial Planner Finals cleared
  FPSB India
  Sept 2024
- Retirement and tax planning Specialist
  FPSB India
  May 2024
- Investment planning specialist FPSB USA
  FPSB India
  Aug 2023