Headline

Aspiring Financial Analyst | MBA Finance & Business Analytics | FP&A, Budgeting & Forecasting | Financial Modeling | Advance Excel, Power BI, SQL, Python | MBA 2025

About

I am an aspiring Financial Analyst with an MBA in Finance & Business Analytics (2025), skilled in financial modeling, budgeting, forecasting, and data analysis. I use Power BI, SQL, Excel, and Python to turn financial data into clear, actionable insights. I am also NISM V-A certified, adding strong knowledge of mutual funds and investment products. With 10 months of experience at Fincart Financial Planner, I gained practical exposure in portfolio analysis, investment planning, and client advisory. I am now looking for opportunities in Financial Analysis or FP&A, where I can apply my finance and analytics skills to support effective decision-making.

Location

India

Work experience

Wealth Manager at Fincart Financial Planners, Jan 2025 - Nov 2025 · 11 mos, Noida, Uttar Pradesh, India, 1. Managed 40+ clients with 2+ crore AUM, improving goal‑aligned asset allocation by an estimated 10–15%. 2. Recommended rebalancing for underperforming schemes, with a 3–5 percentage point improvement in risk‑adjusted returns. 3. Created and analyzed 35-45+ monthly portfolio review reports, helping reduce exposure to underperforming funds by about 20–25%. 4. Used client data (SIPs, redemptions, product mix) to drive targeted recommendations, increasing SIP adoption by roughly 15–20% among advised clients.

Finance Intern at Sammaan Capital Limited, Jul 2024 - Aug 2024 · 2 mos, • Analysing mutual fund performance metrics to assess investment strategies. • Reconciling bank statements to ensure accurate records and identify discrepancies.

Education

Master of Business Administration - MBA, Management, Graphic Era Deemed to be University

Bachelor of Science - BSc, Mathematics, Mahatma Jyotiba Phule Rohilkhand University (MJPRU), Bareilly