Experience

Serenity Wealth

• India
• Financial Services
• 1 - 100 Employee

• Investment Advisor

  • Apr 2023 - Present

  Mumbai, Maharashtra, India



dezerv.

• United States
• IT Services and IT Consulting

• Investment Specialist

  • Mar 2022 - Dec 2022

  Mumbai, Maharashtra, India As an investment specialist at Dezerv Investments, I provided high-quality investment recommendation to clients based on their unique needs, goals, and lifestyle. I recommended various asset classes, including Mutual Funds (Fund of Fund - PMS), Structured Products for Debt exposure, and High Growth High Risk investments, such as investing in Early or Late Stage Startups. I also analyzed existing portfolios and bridged the gap between current investments and investment requirements, while… Show more As an investment specialist at Dezerv Investments, I provided high-quality investment recommendation to clients based on their unique needs, goals, and lifestyle. I recommended various asset classes, including Mutual Funds (Fund of Fund - PMS), Structured Products for Debt exposure, and High Growth High Risk investments, such as investing in Early or Late Stage Startups. I also analyzed existing portfolios and bridged the gap between current investments and investment requirements, while recommending investment avenues based on risk profiles. Additionally, I reached out to prospective clients through various tools and monitored macro and micro environmental data from the investment team. Show less



Naikwealth Planners Pvt. Ltd.

• India
• 1 - 100 Employee

• Growth manager

  • Dec 2019 - Aug 2021

  Mumbai, Maharashtra, India As a growth manager at Naikwealth Pvt Ltd, I managed clients and worked closely with senior wealth managers. I constructed portfolios based on client requirements, conducted webinars on financial content, and worked closely with the marketing team to create various blogs and market updates.



MoneyWorks Financial Services

• South Africa
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Sep 2019 - Oct 2019

  Mumbai Area, India During my financial planner internship at Moneyworks Financial Services, I provided financial planning services to clients and conducted internal team training on various topics related to personal finance. I also built strategies to acquire new clients for the organization.



Raman. S. Shah & Associates

• Article Assistant

  • Jan 2016 - Jan 2019

  Mumbai, Maharashtra, India As an article assistant at Raman. S. Shah & Associates, I worked on various assignments such as audit of financial statements, tax audits, and statutory audits. I also assisted in preparing financial statements, tax returns, and various other reports.



Volvo Buses

• Sweden
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Inventory Manager

  • Jan 2014 - Mar 2014

  During my three-month research report internship as an inventory manager, I conducted extensive research on inventory management best practices and analyzed the current inventory management system in place at the company. My primary focus was to identify areas for improvement and make recommendations for optimizing inventory levels, reducing waste, and improving overall efficiency. To accomplish this, I collected data on inventory levels, order processing times, and product demand. I… Show more During my three-month research report internship as an inventory manager, I conducted extensive research on inventory management best practices and analyzed the current inventory management system in place at the company. My primary focus was to identify areas for improvement and make recommendations for optimizing inventory levels, reducing waste, and improving overall efficiency. To accomplish this, I collected data on inventory levels, order processing times, and product demand. I also reviewed existing inventory management systems and procedures, and conducted a thorough analysis of their strengths and weaknesses. Show less



Insingia Hospitality

• Spain
• Hospitality

• Customer Relationship Executive

  • Jul 2013 - Sep 2013

  Bengaluru Area, India During my three-month research report internship as a customer relationship executive, I analyzed customer feedback data and identified areas for improvement in our company's customer service policies. I made recommendations for implementing new strategies to improve customer satisfaction and retention, and collaborated with the management team to implement new initiatives. I presented a comprehensive research report outlining my findings and recommendations.