Mehak Garg

Placement Assistance Committee at Symbiosis School of Banking and Finance Pune (Official)
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • Punjabi Full professional proficiency

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Credentials

  • Series V-A Mutual Funds Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Dec, 2022
    - Nov, 2024
  • Integrated Course On Information Technology Training and Soft Skills
    The Institute of Chartered Accountants of India
    Jan, 2018
    - Nov, 2024
  • Common Proficiency Test
    The Institute of Chartered Accountants of India
    Jun, 2016
    - Nov, 2024
  • Digital Marketing
    MyCaptain
  • Entrepreneurship
    MyCaptain

Experience

  • Symbiosis School of Banking and Finance Pune (Official)
    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Placement Assistance Committee
      • Jun 2022 - Present

  • CRISIL Limited
    • India
    • Financial Services
    • 700 & Above Employee
    • Global Analytical Centre
      • Apr 2023 - Jun 2023

      • Preparing a credit rating report through comprehensive research and peer analysis. • Gauging an entity's credit worthiness using Anchor and Stand-Alone Credit Profile factors. • Preparing a credit rating report through comprehensive research and peer analysis. • Gauging an entity's credit worthiness using Anchor and Stand-Alone Credit Profile factors.

  • Valenta
    • Canada
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Financial Planning Analyst
      • Jun 2020 - Sep 2021

      • Preparing comprehensive Statements/Records of Advice (SoA/RoA) that range from simple to complex strategies • Experience in utilising financial planning software for construction of SoA/RoA including financial modelling and projections • Adept at Platform Plus, Advice OS and XPlan Modules (Wealthsolver, Risk Researcher and XTools+) • Preparing comprehensive Statements/Records of Advice (SoA/RoA) that range from simple to complex strategies • Experience in utilising financial planning software for construction of SoA/RoA including financial modelling and projections • Adept at Platform Plus, Advice OS and XPlan Modules (Wealthsolver, Risk Researcher and XTools+)

Education

  • Symbiosis School of Banking and Finance Pune (Official)
    Master of Business Administration - MBA, Banking and Finance
    2022 - 2024
  • Panjab University
    Bachelor of Commerce, 70.51%
    2016 - 2020
  • St. Thomas School
    Class XII (ISC), Commerce
  • St. Thomas School
    Class X (ICSE), 88%

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