Praise John

Praise John

Student Intern

Followers of Praise John503 followers
location of Praise JohnChennai, Tamil Nadu, India

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  • Timeline

  • About me

    Financial Planner | FPWM™ | BComm

  • Education

    • Syrian Jacobite Public School - India

      2012 - 2013
      Matriculation 8.2 CGPA
    • Saintgits College of Applied Sciences

      2015 - 2018
      Bachelor of Commerce - BComm Taxation 7.96 CGPA
    • Syrian Jacobite Public School - India

      2014 - 2015
      12th Grade Commerce 88 %

      Activities and Societies: School Sports Team Captain

  • Experience

    • RF EXPORTS

      Mar 2017 - Apr 2017
      Student Intern
    • Befree - Finance and Accounting Business Process Outsourcing

      Dec 2019 - Jan 2022
      • Associate - Paraplanner

        Jun 2021 - Jan 2022
      • Associate Executive - Paraplanner

        Dec 2019 - Jun 2021
    • Carisma Solutions Private Limited

      Jan 2022 - now

      • Assist financial advisors in preparing financial plans and recommendations for clients• Conduct research on investment options and portfolio construction• Prepare client reports and presentations• Develop and maintain strong relationships with clients• Ensure compliance with regulatory requirements• Training and developing peers and reviewing jobs. • Assist financial advisors in preparing financial plans and recommendations for clients• Conduct research on investment options and portfolio construction• Prepare client reports and presentations• Develop and maintain strong relationships with clients• Ensure compliance with regulatory requirements• Training and developing peers and reviewing jobs.

      • Senior Paraplanner

        Jan 2023 - now
      • Paraplanner

        Jan 2022 - Feb 2023
  • Licenses & Certifications

    • FinTech Industry Professional (FTIP™)

      Corporate Finance Institute® (CFI)
      Mar 2025
      View certificate certificate
    • Capital Markets & Securities Analyst (CMSA)®

      Corporate Finance Institute® (CFI)
      Aug 2024
      View certificate certificate
    • Financial Planning & Wealth Management (FPWM)™

      Corporate Finance Institute® (CFI)
      Apr 2023
      View certificate certificate
    • Microsoft Excel Specialist

      Microsoft
      Apr 2018