
Amal P V
Co-Founder

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About me
Functional Consultant/ Business Analyst Microsoft Dynamics Business Central || D365 || ERP Implementation
Education

Delhi University
2018 - 2021Bachelor of Commerce - BCom
IILM University, Gurugram
2022 - 2024Master of Business Administration - MBA Finance, Business Analytics
Experience

Noah Schild
Oct 2021 - May 2023Co-Founder• Co-founded a Fin-Tech company • Formulated Financial & Marketing strategies for it. • Grew the startup from scratch to 50+ clients.• Managed daily financial accounts of the company

Wubba Lubba Dub Dub Private Limited
Oct 2021 - May 2022Content Strategist and graphic designer• Strategized content according to daily trends.• coordinated with teams for ideation.• Designed templates for daily social media posting.

360 ONE Wealth
May 2023 - Jul 2023Portfolio Management Analyst(Erstwhile IIFL Wealth)• Conduct risk assessments and client fund analysis, review financial results and peer analysis and prepare financial reports.• Prepare green-light and conduct due diligence, build cash flow models and overlap analysis.• Escalate updates to senior risk and business managers and propose risk mitigation action to be taken by staying continuously informed of related developments/news for the portfolio and industry covered and understanding the trends and developement in mutual fund, AIFs and PMS industry.• Assist with portfolio review preparation.• Suggesting funds to invest in by identifying client's risk taking capacity.• Dealing with high net worth clients and preparing presentations for their understanding.• Creating EIC framework for fund proposals.• Build working relationships with various teams across the AMCs, including deal, coverage and product teams. Show less

DynamicsSmartz
Feb 2024 - nowFunctional Consultant
Licenses & Certifications
- View certificate

Tableau 2022
UdemyAug 2022 - View certificate

Advance Excel (Macros and VBA)
UdemyAug 2022 - View certificate
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NISM SERIES V-A
National Institute of Securities Markets (NISM)Jun 2023
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