Talk to sales Try for Free
Pankaj Kumar

Pankaj Kumar

Financial Planner & Portfolio Manager

Followers of Pankaj Kumar471 followers
location of Pankaj KumarGurgaon, Haryana, India

Connect with Pankaj Kumar to Send Message

Connect

Connect with Pankaj Kumar to Send Message

Connect

  • Timeline

  • About me

    Assistant Manager at Wise Finserv

  • Education

    • J P School Of Business

      2015 - 2017
      Master of Business Administration - MBA Financial Planning and Services 70

      Activities and Societies: Debate team mamber

    • SMS INTER COLLEGE MEERUT

      2011 - 2012
      Senior secondary Business/Commerce, General

    • IIMT MANAGEMENT COLLEGE, MEERUT

      2012 - 2015
      Bachelor of Business Administration - BBA Finance and Financial Management Services

  • Experience

    • PaisaBazaar Marketing and Consulting Private Limited

      Apr 2019 - Jul 2020
      Financial Planner & Portfolio Manager

    • Wise Finserv

      Jan 2021 - Apr 2021
      Assistant Manager

    • ZFunds

      Oct 2021 - May 2022
      Relationship Manager

    • Divya Capital One Private Limited

      Aug 2022 - Sept 2023
      Client Relationship Manager

    • Jainam Broking Limited

      Sept 2023 - now
      Equity Dealer

  • Licenses & Certifications

    • Nism XA Investment advisor level 1

      National Institute of Securities Markets (NISM)
      Feb 2021