Headline

MBA Finance | Derivatives Analyst | Capital Market |Client Relationship & Investment Operations | NISM VIII, XV & V-A Certified | EX HDFC Securities

About

I am Gaurav Bhagwat, an MBA Finance student (2026) from Vivekanand Institute of Management, Mumbai — passionate about financial markets, investment operations, and capital markets. In the past, I built my foundation as a Relationship Manager at HDFC Securities Ltd., managing retail & HNI client accounts, KYC compliance, Demat operations, and SEBI regulations — followed by a Derivatives Market Analyst role at Finlatics, where I applied real-world risk frameworks on Futures, Options & Forwards. Presently, I am interning at Invest Now Financial Services, handling client onboarding, investment profiling, MIS reporting, and IPO analysis — while strengthening my academics with a CGPI of 8.34 and 5 professional certifications including NISM VIII, XV & V-A, Fund Accounting, and Advanced Excel. Looking ahead, I am actively seeking full-time opportunities in Equity Research | Fund Accounting | Investment Operations | Capital Markets — where I can contribute meaningfully from day one.

Location

Mumbai

Work experience

Portfolio Management at Sharekhan Ltd., May 2025 - Jul 2025 · 3 mos

Placement Cell Coordinator at VESIM - Vivekanand Institute of Management Studies and Research, Oct 2024 - Mar 2025 · 6 mos, Mumbai, Maharashtra, India

Relationship Manager at HDFC securities, Jun 2022 - May 2023 · 1 yr, Thane, Maharashtra, India

Education

MMS, Finance, General, VESIM - Vivekanand Institute of Management Studies and Research

Bachelor of Commerce - BCom, Accounting and Finance, N.G Bedekar College of Commerce