---
title: "Rashi Trivedi - Client Services Representative in Mumbai | Tal"
description: "Meet Rashi Trivedi, MBA (Finance) | Future Financial Analyst | Skilled in Investment Advisory, Valuation, Financial Modelling, Portfolio Management & Strategy based in Mumbai. AI stack includes Braintrust and ChatGPT."
image: "https://tal.club/meet/rashi-trivedi/share-image"
---

# Rashi Trivedi on Tal

## 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

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

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