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Smit Lathia

Smit Lathia

Assistant Wealth manager

Followers of Smit Lathia681 followers
location of Smit LathiaMumbai, Maharashtra, India

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  • Timeline

  • About me

    KJ Somaiya Institute of Management I MBA '25

  • Education

    • K J Somaiya Institute of Management

      2023 - 2025
      Master of Business Administration - MBA

    • S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077

      2018 - 2021
      Bachelor of Commerce - BCom Business/Commerce, General

  • Experience

    • Vipsa Bearing Pvt Ltd

      May 2022 - Dec 2022
      Assistant Wealth manager

      • Worked at a family business office which employed an external wealth manager for portfolio Management.• Assisted in streamlining legacy mutual fund and stock portfolio to increase efficiency and reduce redundancy in sector exposure.

    • Pinnacle Trades (Pinnacle Brocom Pvt. Ltd., Pinnacle Forex & Securities Pvt. Ltd.)

      Jan 2023 - Apr 2023
      Intern

      • Conducted in-depth market research and data analysis, presenting valuable insights to the Technical Analyst team for informed decision-making in stock market analysis.• Contributed to the development of investment strategies by actively participating in discussions, identifying potential opportunities, and formulating well-informed recommendations for optimizing portfolios during strategy sessions with the Technical Analyst team.

    • Imperial Value Services Pvt. Ltd.

      Apr 2024 - now
      Management Trainee

  • Licenses & Certifications