Manali Bhatnagar

UHNI - RM & Portfolio Analyst at 4thoughtsfinance
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Contact Information
us****@****om
(386) 825-5501
Location
Bengaluru, Karnataka, India, IN

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Experience

  • 4Thoughts
    • India
    • Financial Services
    • 1 - 100 Employee
    • UHNI - RM & Portfolio Analyst
      • Dec 2018 - Present

      Multi Family office to Ultra HNI Clients Multi Family office to Ultra HNI Clients

  • SBI Life Insurance Co. Ltd.
    • India
    • Insurance
    • 700 & Above Employee
    • Advisor
      • Nov 2015 - Present

      IRDA Certified IRDA Certified

  • CA Divita Aacharya & Associates
    • Udaipur, Rajasthan, India
    • Article Assistant
      • Dec 2016 - Oct 2018

      Concurrent & Statutory Audit, Company Audit, Accounting & GST, Vat, TDS Filing. Income Tax Computation. Concurrent & Statutory Audit, Company Audit, Accounting & GST, Vat, TDS Filing. Income Tax Computation.

Education

  • The Institute of Chartered Accountants of India
    Accounting and Finance
  • Pacific University Udaipur
    Bachelor's in Journalism & Mass Communication, Mass Communication/Media Studies
    2013 - 2016
  • VR Sr Secondary Public School
    School
  • National Institute of Securities Markets (NISM)
    NISM V-A, Mutual Funds & Securities

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