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HARSH MEHTA

HARSH MEHTA

Project Trainee

Followers of HARSH MEHTA3000 followers
location of HARSH MEHTAVadodara, Gujarat, India

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  • Timeline

  • About me

    Owner At Financial Wealthy

  • Education

    • Appeared For Level1 CFA US in JUNE 2014

      -

    • ST. KABIR INSTITUTE OF PROFESSIONAL STUDIES

      2011 - 2013
      PGDM Finance

      Activities and Societies: Pursuing Certified Financial Planning Course(CFP).

    • FPSB

      2011 - 2012
      CFP Cleared..... Financial Planning

    • MSU Baroda

      2008 - 2011
      B.Com Commerce

    • MSU Baroda

      2008 - 2011
      B.Com Commerce

  • Experience

    • Aditya Birla Insulators

      May 2012 - Jun 2012
      Project Trainee

    • ICICI Securities Ltd.

      Jul 2013 - Mar 2014
      Senior Relationship Manager

      The main responbilities include to help the existing and potential clients to seamlessly access the capital market with ICICIdirect.com.To add on,play a vital role in advicing the clients in their investment decesion which will help them to achieve their financail goals according to their risk and return profile.

    • Purchasekaro.com

      Oct 2014 - Nov 2023
      Director

    • TYMK Group

      Oct 2014 - Nov 2023
      Director

    • Financial Wealthy

      Nov 2023 - now
      Business Owner

      At Financial Wealthy, we are dedicated to delivering unparalleled financial solutions to individuals, businesses, and institutions worldwide. With a legacy of excellence spanning , we have established ourselves as a trusted partner in navigating the intricate landscape of modern finance.

  • Licenses & Certifications

    • Completed Certified Financial Planner(CFP) Modules

      FPSB