Rucha Ratnaparkhi

Financial Services and Wealth Management Associate at Bonvista
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Contact Information
us****@****om
(386) 825-5501
Location
Nasik, Maharashtra, India, IN

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Experience

  • Bonvista
    • India
    • Financial Services
    • 1 - 100 Employee
    • Financial Services and Wealth Management Associate
      • Jun 2020 - Present

      Skilled in Wealth Management and Personal Finance Advisory. Maintaining relationship with the clients and handling their queries. Analyzing various Financial products and suggesting them accordingly. Maintaining healthy relationship with the Asset Management Companies and Equity Dealer. Skilled in Wealth Management and Personal Finance Advisory. Maintaining relationship with the clients and handling their queries. Analyzing various Financial products and suggesting them accordingly. Maintaining healthy relationship with the Asset Management Companies and Equity Dealer.

  • GravyT
    • India
    • Investment Management
    • 1 - 100 Employee
    • Operation Executive
      • Jun 2021 - Present
  • NV Joshi and Company
    • Account Assistant
      • Dec 2019 - May 2020

      Accounting and GST return Filing Accounting and GST return Filing

  • finanzindia
    • Financial Services
    • 1 - 100 Employee
    • Finance Intern
      • Jan 2019 - Apr 2019

Education

  • Financial Planning Standard Board ( FPSB)
    CERTIFIED FINANCIAL PLANNER ( CFPCM), Financial Planning and Services
  • Savitribai Phule Pune University
    Master of Commerce, Advanced Cost Accounting and Cost System
    2016 - 2018

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