
Timeline
About me
Chartered Wealth Manager (CWM) || Bachelor in Financial Market Graduate
Education

Kes shroff college
2018 - 2021Bachelor's degree financial market 7.19 cgpiBachelor of Financial Markets (BFM) is a three-year undergraduate degree specialized in financial markets and covers various related fields like economics, financial risks, investments, etc. It also involves the practical fields of study like organizing, planning and managing wealth resources, tax and investments, etc.

Gafm global academy of finance & management ® - iso 21001 certified international board of standards
2021 - 2023Chartered wealth management finance, general bThe Chartered Wealth Manager (CWM) designation serves as a benchmark of competency in the Finance profession and is recognized as the leading credential in Wealth Management and Private Banking worldwide.CWM is a course awarded by Global Academy of Financial Management (GAFM), the CWM credential signifies the knowledge and skills required to effectively execute critical functions related to onshore and offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth… Show more The Chartered Wealth Manager (CWM) designation serves as a benchmark of competency in the Finance profession and is recognized as the leading credential in Wealth Management and Private Banking worldwide.CWM is a course awarded by Global Academy of Financial Management (GAFM), the CWM credential signifies the knowledge and skills required to effectively execute critical functions related to onshore and offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth Transfer. Show less

Nagindas khandwala college
2016 - 2018Hsc commerce distinction
Experience

Et edge - an economic times initiative
Jan 2020 - Feb 2020Sales intern%20Ltd.webp)
Etica wealth (p) ltd
Nov 2022 - Aug 2023Personal finance professional
Licenses & Certifications
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Operating system and application management
Maharashtra business training board (mbtb)Jan 2018.webp)
Tax administration
Maharashtra business training board (mbtb)Jan 2018- View certificate
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Certified chartered wealth manager
Aafm® (india)May 2023 .webp)
Computerized accounting tally
Maharashtra business training board (mbtb)Jan 2018
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