Headline

MBA (Finance) | Future Financial Analyst | Skilled in Investment Advisory, Valuation, Financial Modelling, Portfolio Management & Strategy

About

I’m an MBA Finance student at Durgadevi Saraf Institute of Management Studies, passionate about investment and financial advisory. During my internship at Elitezone Holdings Pvt. Ltd., I gained hands-on experience in mutual fund research, client consulting, and portfolio evaluation. I also completed an OJT project comparing ManipalCigna and ICICI Lombard Health Insurance, which strengthened my analytical and advisory skills. I’m a detail-oriented and driven individual who enjoys solving financial challenges and delivering value-driven insights. Currently seeking placement opportunities to build a strong career in finance and advisory roles.

Location

Mumbai

AI stack

Braintrust

ChatGPT

Work experience

Client Services Representative at Interactive Brokers, Apr 2026 - Present · 7 mos, Mumbai, Maharashtra, India

Investment Advisor at Elitezone holdings private limited, May 2025 - Jun 2025 · 2 mos, Mumbai, Maharashtra, India, • Executed in-depth research on stocks, mutual funds, and market dynamics to enhance investment recommendations. • Consulted with clients to determine optimal investment options according to individual goals and risk appetite. • Created thorough reports that provided valuable insights for client investment strategies.

Education

Master of Business Administration - MBA, Finance, General, DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI

Bachelor's degree, Accounting and Finance, K.P.B Hinduja College of Commerce