Saurabh Surti

Wealth Manager at Edelweiss Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • English Professional working proficiency
  • Gujarati Native or bilingual proficiency
  • Hindi Elementary proficiency
  • Marathi -

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Credentials

  • Excel crash course
    Corporate Finance Institute® (CFI)
    Aug, 2021
    - Nov, 2024
  • NISM-Series-V-A: Mutual Fund Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Oct, 2018
    - Nov, 2024

Experience

  • Edelweiss Wealth Management
    • India
    • Financial Services
    • 500 - 600 Employee
    • Wealth Manager
      • May 2022 - Present

  • IIFL Securities
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2021 - Jul 2021

      Skill set acquired while working here :: Fundamental analysis, Chart Reading (Trend analysis), Ratio analysis, Client interaction,etc. Skill set acquired while working here :: Fundamental analysis, Chart Reading (Trend analysis), Ratio analysis, Client interaction,etc.

  • Motilal Oswal Financial Services Ltd
    • India
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2018 - Jan 2019

Education

  • DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI
    MMS, Finance
    2020 - 2022
  • KES shroff college of arts and commerce
    BMS, Finance
    2015 - 2018

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