Amal P V

Experience

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  Noah Schild

  Oct 2021 - May 2023

  Co-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

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  Wubba Lubba Dub Dub Private Limited

  Oct 2021 - May 2022

  Content Strategist and graphic designer

  • Strategized content according to daily trends.• coordinated with teams for ideation.• Designed templates for daily social media posting.

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  360 ONE Wealth

  May 2023 - Jul 2023

  Portfolio 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

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  DynamicsSmartz

  Feb 2024 - now

  Functional Consultant