
Smit Lathia
Assistant Wealth manager

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About me
KJ Somaiya Institute of Management I MBA '25
Education

K J Somaiya Institute of Management
2023 - 2025Master of Business Administration - MBA
S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077
2018 - 2021Bachelor of Commerce - BCom Business/Commerce, General
Experience

Vipsa Bearing Pvt Ltd
May 2022 - Dec 2022Assistant 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.
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Pinnacle Trades (Pinnacle Brocom Pvt. Ltd., Pinnacle Forex & Securities Pvt. Ltd.)
Jan 2023 - Apr 2023Intern• 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 - nowManagement Trainee
Licenses & Certifications
- View certificate

KPMG AU - Data Analytics Job Simulation
ForageSept 2023 - View certificate

JPMorgan Chase - Investment Banking Job Simulation
ForageJun 2024
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