Aagam Lodaria, CWM

Associate at Etica Wealth Private Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, IN

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Experience

  • Etica Wealth (P) Ltd
    • India
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Jan 2021 - Present

      Mumbai, Maharashtra, India Consultancy & Research

  • Advisor Zaroori Hai
    • India
    • Financial Services
    • 1 - 100 Employee
    • Financial Literacy and Investor Education
      • Jun 2020 - Sep 2020

      Mumbai, Maharashtra, India

  • Credent Global Finance
    • India
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Intern
      • Jun 2020 - Sep 2020

      Mumbai, Maharashtra, India

Education

  • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
    Bachelor of Business Administration - BBA, Finance
    2017 - 2020
  • GAFM Global Academy of Finance & Management ® - ISO 21001 Certified International Board of Standards
    Charterd Wealth Management (CWM), Financial Planning and Wealth Management
    2020 - 2020
  • Nagindas Khandwala College
    Higher Secondary Certificate Examination, Commerce
    2015 - 2017
  • Kapol Vidyanidhi International School - India
    Indian certificate of secondary education examination (Class X, ICSE)
    2002 - 2015

Community

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