Rishab Rajan

Wealth Manager at Fincart Financial Planners
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN

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Credentials

  • Fundamentals of Digital Marketing
    Google
    Apr, 2022
    - Nov, 2024
  • NSE Certification For Financial Market
    Younity.in
    Jan, 2021
    - Nov, 2024
  • Certification In Trading And Stock Exchange
    Internshala
    Aug, 2020
    - Nov, 2024
  • Certification In Creative Writing
    Internshala
    Jul, 2020
    - Nov, 2024

Experience

  • Fincart Financial Planners
    • India
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Jan 2023 - Present

    • Financial Advisor
      • Nov 2022 - Jan 2023

  • GoGoX
    • Hong Kong
    • Technology, Information and Internet
    • 200 - 300 Employee
    • Finance and HR Analyst
      • Jul 2022 - Sep 2022

      -Measuring 7-day actual performance against weekly operating plan and interpreting results for up to 3 levels of management. -Managing payments up to 10 million each week: account receivables, and account payables. -Collecting data and developing detailed spreadsheets to identify trends to create 6-month revenue, profitability, and expense forecasts. -Enhancing, innovating, and improving existing processes and reducing risk. -Manage to onboard at least 2 new staff every month ranging from ops managers to warehouse executives. -Performed budget analysis to control expenditures and predict future budget needs. Show less

  • Oper8: The Operations Management Club of ASB
    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Member of Finance Department
      • Mar 2021 - Sep 2021

      -Strategized processes for coordination. -Managed funds for events. -Strategized processes for coordination. -Managed funds for events.

  • Psyber Technologies
    • India
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Finance Intern
      • Jan 2021 - Mar 2021

      -Monitoring revenue from 9 different websites, analyzing risk and capital allocations for financial transparency and balance. -Verifying financial journals every 5th day for clarity and completion under the supervisor's direction. -Implementing systems for tracking payments on marketing projects and contracts. -Driving operational improvements which resulted in improved profit margins on 3 out of 6 sub- departments. -Monitoring revenue from 9 different websites, analyzing risk and capital allocations for financial transparency and balance. -Verifying financial journals every 5th day for clarity and completion under the supervisor's direction. -Implementing systems for tracking payments on marketing projects and contracts. -Driving operational improvements which resulted in improved profit margins on 3 out of 6 sub- departments.

  • Younity.in
    • India
    • E-Learning Providers
    • 700 & Above Employee
    • Research Intern
      • Oct 2020 - Dec 2020

  • The Jurni
    • India
    • Media and Telecommunications
    • 1 - 100 Employee
    • Internship Trainee
      • Nov 2020 - Nov 2020

  • Arthashashtra – The Finance Club ASB
    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Workshop Coordinator
      • Apr 2020 - Sep 2020

  • Mavericks Marketing Club - ASB
    • India
    • Advertising Services
    • 1 - 100 Employee
    • Marketing Strategist
      • Jan 2020 - Apr 2020

Education

  • Amity Business School Noida
    Bachelor of Business Administration - BBA, Accounting and Finance
    2019 - 2022
  • Delhi Public School Bangalore North
    High School Diploma, Commerce with Mathematics
    2014 - 2019
  • Delhi Public School-Gandhinagar
    Middle School Diploma
    2009 - 2014

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