Unnati Shah

Head Financial Planning Division at Cedrus Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Pune, Maharashtra, India, IN

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Credentials

  • Behavioral Finance and Value Investing With Professor Sanjay Bakshi
    FLAME University
    Jun, 2019
    - Nov, 2024
  • National Stock Exchange certified Financial Modelling
    National Stock Exchange of India Limited
    Jun, 2018
    - Nov, 2024
  • NISM Series V-A
    National Institute of Securities Markets (NISM)
    Nov, 2022
    - Nov, 2024

Experience

  • Cedrus Wealth Partners
    • India
    • Financial Services
    • 1 - 100 Employee
    • Head Financial Planning Division
      • Aug 2020 - Present

  • Anvil Share & Stock Broking Pvt Ltd.
    • India
    • Capital Markets
    • 1 - 100 Employee
    • Summer Intern
      • May 2019 - Jul 2019

      Equity research analyst role Equity research analyst role

  • BRU Business
    • Pune, Maharashtra, India
    • Proprietor
      • Nov 2016 - Mar 2017

      Online Business of electronics. Found opportunity on Askmebazaar and created a business model. Company Earned Profit of 3,48,000. Recognized as a Tax paying entity. Online Business of electronics. Found opportunity on Askmebazaar and created a business model. Company Earned Profit of 3,48,000. Recognized as a Tax paying entity.

  • Dikibi technologies Pvt Ltd
    • India
    • Computer Hardware Manufacturing
    • 1 - 100 Employee
    • Online Business Manager
      • Feb 2016 - Mar 2017

      Set up and registration of business on online portals like Amazon, Flipkart, snapdeal. Managing the business on the portals. Carrying and managing entire sales operation right from receiving an order up to logistics. Carried our digital marketing campaigns through Mailchimp. Conducted an internal audits of the company’s financial statement. Set up and registration of business on online portals like Amazon, Flipkart, snapdeal. Managing the business on the portals. Carrying and managing entire sales operation right from receiving an order up to logistics. Carried our digital marketing campaigns through Mailchimp. Conducted an internal audits of the company’s financial statement.

Education

  • FLAME University
    2018 - 2020
  • Brihan Maharashtra College Of Commerce
    Bachelor of Commerce - BCom, Banking
    2014 - 2018

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