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Alok S.

Alok S.

Followers of Alok S.130 followers
location of Alok S.Mumbai, Maharashtra, India

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  • Timeline

  • About me

    Wealth Management Professional | Trust Management | Portfolio Management

  • Education

    • Sangai international university

      2015 - 2018
      Bacholer

  • Experience

    • Finplan Finserve Pvt Ltd

      Aug 2016 - Jan 2020

      • Sr. Executive

        Jan 2019 - Jan 2020

      • Customer Support

        Aug 2016 - May 2019

    • Kredere Wealth Partner Pvt Ltd

      Feb 2020 - now
      Product and Research Executive

  • Licenses & Certifications

    • PRACTISING GOAL PLANNER - ADVANCED LEVEL FY 2022-2023

      PGP Academy
      Mar 2023
      View certificate certificate

    • Tally

      Kirtee computer class
      Apr 2020

    • NISM - V (A) Mutual Fund distributor

      National Institute of Securities Markets (NISM)

    • Adobe Illustration

      Anubhav Computer Institute - India

    • Graphic Desigining

      Anubhav Computer Institute - India

    • Financial modeling

      IMS Proschool Pvt. Ltd.
      Aug 2019

    • Goal planner - Advance level

      National Stock Exchange of India Limited
      Jul 2022

    • NISM - Vii SORM

      National Institute of Securities Markets (NISM)

  • Honors & Awards

    • Awarded to Alok S.
      best volunteer in college Srmt.Saraswati, Head of Accounts department October 1, 2017 conduct one game play and co-ordinate others