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Akta Doshi

Akta Doshi

Financial Planner

Followers of Akta Doshi97 followers
location of Akta DoshiMumbai, Maharashtra, India

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  • Timeline

  • About me

    Business Owner at R.D. Polymers

  • Education

    • Financial planning standard boards

      -
      CFP

    • Principal L N Welingkar Institute of Management Development and Research L. N. Road, Opp. Matunga Gymkhana, Matunga (Central) Mumbai 400 019

      2017 - 2019
      Postgraduate Degree Banking, Insurance & Investment

    • Our Lady of Grace Trusts St.Gonsalo Garcia College of Arts and Commerce Behind Bassein Cricket Ground Near Bassein Bus Depot Bassein 401 201

      2010 - 2013
      Bachelor of Commerce - BCom

    • University of Mumbai

      2014 - 2016
      Postgraduate Degree Mcom

  • Experience

    • Wiseinvest Advisors Pvt Ltd

      Apr 2018 - Aug 2019
      Financial Planner

    • Sykes & Ray Equities (I) Ltd.

      Aug 2021 - Sept 2021
      Financial Planning Intern

    • Pinnacle Global Group

      Mar 2022 - Dec 2022
      Technical Support Executive (Finance) - UK Process

    • R. D. Polymers

      Feb 2024 - now
      Business Owner

      Manufacturing of Curtain Rings, Locks & Hooks.For more details- Contact us.

  • Licenses & Certifications

    • Capital Market Dealer's Module

      NSE Academy Certification in Financial Markets
      Dec 2021

    • MUTUAL FUNDS DISTRIBUTOR

      National Institute of Securities Markets (NISM)
      Nov 2021