---
title: "KARISHMA P - Jr. Financial Planner in Hyderabad | Tal"
description: "Meet KARISHMA P, Jr. Financial Planner with expertise in portfolio management and client relations. based in Hyderabad."
image: "https://tal.club/meet/karishma-p/share-image"
---

# KARISHMA P on Tal

## Headline

Jr\. Financial Planner with expertise in portfolio management and client relations\.

## About

Finance professional with hands\-on experience in client relationship management and portfolio advisory, having worked as a Client Relationship Executive at Sampadha Finfit\. Managed 400\+ client portfolios, delivering personalized, goal\-based investment strategies across mutual funds, insurance, and tax planning\. Proven ability to build strong client relationships, improve investment commitment through structured financial roadmaps, and ensure high\-quality service through efficient MIS and portfolio tracking systems\. Experienced in supporting end\-to\-end financial planning, including portfolio reviews and ITR filing\. MBA in Finance & HR from Hindustan University of Technology and Science, with a solid foundation in financial analysis and strong proficiency in Excel, PowerPoint, and Google Workspace\. Currently exploring opportunities in Financial Analysis, Investment Advisory, or Client Relationship roles where I can bring analytical thinking, client\-centric approach, and practical finance experience to create measurable impact\.

## Location

Hyderabad

## Work experience

Jr\. Financial Planner at Sampadha FinFit, Jun 2025 \- Apr 2026 · 11 mos, Hyderabad, Telangana, India, We focus on providing financial planning and investment strategies tailored to individual needs, helping clients achieve financial security and success\. In my role, I assist in implementing these strategies, managing client interactions, and supporting back\-office operations for seamless financial planning services along with assistance in tax filings\.

Financial Analyst at AssetPlus, Jan 2022 \- Oct 2024 · 2 yrs 10 mos, Tamil Nadu, India, I am a Financial Analyst at AssetPlus\. I am responsible for: Active Portfolio management Client relationship Timely portfolio review Building a strong investment portfolio

Financial analyst intern at AssetPlus, Oct 2021 \- Jan 2022 · 4 mos, India

Customer handling at Andaman Basket, Jul 2021 \- Sep 2021 · 3 mos, Port Blair, Andaman and Nicobar Islands, India, receiving orders from customers Promoting the product Assigning task to team members Managing accounts

Finance Intern at Logas technologies, Feb 2021 \- May 2021 · 4 mos, Chennai, Tamil Nadu, India, Responsible for: Legal documentations in conversion of a company Data entry maintaining records

## Education

Master of Business Administration \- MBA, Finance and HR, Hindustan University of technology and science

B\.Com Corporate Secretaryship, Business/Commerce, General, Hindustan Institute of Technology and Science

[View the original profile](https://tal.club/meet/karishma-p)

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