---
title: "Shrushti Soni - Wealth Management Intern in Mumbai Metropolitan Region | Tal"
description: "Meet Shrushti Soni, Finance enthusiast | Finance & Markets | Writer based in Mumbai Metropolitan Region."
image: "https://tal.club/meet/shrushti-soni/share-image"
---

# Shrushti Soni on Tal

## Headline

Finance enthusiast \| Finance & Markets \| Writer

## About

Enrolled in the CFA program, I’m learning finance deeply with a strong interest in equity research and valuation\. I enjoy understanding how businesses create value over time and breaking complex financial ideas into simple, real\-world insights through writing\. Currently building my skills through hands\-on learning, market observation, and consistent writing on Substack\.

## Location

Mumbai Metropolitan Region

## Work experience

Wealth Management Intern at Stratmore Wealth Pvt Ltd\., Oct 2024 \- Nov 2024 · 2 mos, Assisted in handling HNIs data, documentation, and basic investment operations\. Supported mutual fund & PMS–related processes and internal reporting\. Gained exposure to wealth management workflows and regulatory documentation \(KYC\)\.

Finance Executive at Future Plus Financial Services, Jun 2024 \- Aug 2024 · 3 mos, Assisted in managing client portfolios and investment\-related records\. Supported handling of investment products such as mutual funds and PMS\. Ensured adherence to internal processes and basic regulatory requirements\. Developed practical understanding of financial markets and investment products\.

## Education

Bachelor of Commerce, Accounting and Finance, University of Mumbai

High School Diploma, Business/Commerce, General, Thakur College of Science & Commerce

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

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