---
title: "Raghav Soni - Wealth Advisor in Jodhpur | Tal"
description: "Meet Raghav Soni, MBA Finance | CFP | Aspiring Financial Analyst | Financial Modeling & FP&A | Mutual Funds Domain Expert | Open to Analytical Roles based in Jodhpur."
image: "https://tal.club/meet/raghav-soni-1/share-image"
---

# Raghav Soni on Tal

## Headline

MBA Finance \| CFP \| Aspiring Financial Analyst \| Financial Modeling & FP&A \| Mutual Funds Domain Expert \| Open to Analytical Roles

## About

I'm transitioning from sales into technical finance roles where I can leverage my analytical skills and domain expertise\. My background: MBA in Finance and Marketing, CFP certification, and 2 years in the mutual funds and insurance sector\. While my previous roles involved client engagement, I've developed a genuine passion for the analytical and technical side — financial modeling, fund analysis, portfolio analytics, and financial planning\. I'm currently pursuing CFI's Financial Modeling & Valuation Analyst \(FMVA\) certification to build advanced skills in Excel modeling, financial forecasting, and valuation techniques\. What I bring to the table: Strong grasp of financial concepts, product knowledge in mutual funds and insurance, attention to detail, and genuine interest in data\-driven decision making\. I'm actively seeking roles in: Fund Operations & Analytics · Financial Analysis · FP&A \(Finance Planning & Analysis\) · Portfolio Analysis · Research Support · Back Office Operations If you're hiring financial analysts, operations professionals, or analytical roles in BFSI — let's connect\!

## Location

Jodhpur

## Work experience

Wealth Advisor at 9star Broking, Apr 2025 \- Present · 1 yr 2 mos, Jodhpur, Rajasthan, India, mutual fund advisor Insurance advisor consultant Personal financial planning

Retail Product at Anand Rathi Share and Stock Brokers Ltd, Mar 2024 \- Mar 2025 · 1 yr 1 mo, Jodhpur, Rajasthan, India, mutual fund distributor

Business Development Executive at Fistreet Systems Pvt Ltd, Feb 2022 \- Jun 2022 · 5 mos, Jodhpur, Rajasthan, India

Internship Trainee at VG MAGICS \- Digital Design Co\., Dec 2020 \- Dec 2021 · 1 yr 1 mo, Jodhpur, Rajasthan, India, My job is to handle clients social media pages, creating posts and videos, suggesting my supervisor how we can improve our client rating in SEO, Creating blogs etc

## Education

Master of Business Administration \- MBA, Finance and Marketing, Lachoo Memorial College of Science & Tech

Bachelor of Commerce \- BCom, Lachoo Memorial College of Science & Tech

[View the original profile](https://tal.club/meet/raghav-soni-1)

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