Zeel Jain profile photo 1 on Tal

Zeel Jain

CFA Level 1 Cleared | Finance Graduate | Market Research | Financial Analysis | Christ University ’25

Bengaluru

2+ years of work experience

Artham Investments
Aug 20253 mosOct 2025

Alumni Relations Cell, Christ BGR
Jan 20241 yr 5 mosMay 2025

Bengaluru, Karnataka, India

Alumni Relations Cell, Christ BGR
Aug 20236 mosJan 2024

Bengaluru, Karnataka, India

Bulls and Bears, BGR Christ University
Aug 20231 yr 10 mosMay 2025

Bengaluru, Karnataka, India

Zariya Productions, Christ Deemed to be University, BGR
Jul 20231 yr 11 mosMay 2025

Bengaluru, Karnataka, India

Zeraki Jewels
Sep 20242 mosOct 2024

Bengaluru, Karnataka, India

Education

Christ University, Bangalore

Christ University, Bangalore

20223 yrs2025

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Headline

CFA Level 1 Cleared | Finance Graduate | Market Research | Financial Analysis | Christ University ’25

About

I am a BBA (Honors) graduate from Christ University with CFA Level 1 cleared and currently a CFA Level 2 candidate , with hands-on experience in mutual fund analysis, portfolio tracking, ratio analysis, and financial analysis. At Artham Investments, I screened and evaluated mutual funds, maintained Excel dashboards tracking client portfolios, and assisted in preparing customised investment proposals. At NJ Textile Industries, I performed ratio analysis, supported budgeting and forecasting, and conducted competitor benchmarking against industry peers. My interests lie in wealth management, equity markets, and corporate finance, and I aspire to build a purposeful and long-term career in financial services.

Location

Bengaluru

Work experience

Wealth Management Intern at Artham Investments, Aug 2025 - Oct 2025 · 3 mos

Head of Documentation at Alumni Relations Cell, Christ BGR, Jan 2024 - May 2025 · 1 yr 5 mos, Bengaluru, Karnataka, India

Member at Alumni Relations Cell, Christ BGR, Aug 2023 - Jan 2024 · 6 mos, Bengaluru, Karnataka, India

Investment Division Member at Bulls and Bears, BGR Christ University, Aug 2023 - May 2025 · 1 yr 10 mos, Bengaluru, Karnataka, India

Member at Zariya Productions, Christ Deemed to be University, BGR, Jul 2023 - May 2025 · 1 yr 11 mos, Bengaluru, Karnataka, India

Finance Intern at Zeraki Jewels, Sep 2024 - Oct 2024 · 2 mos, Bengaluru, Karnataka, India

Education

Christ University, Bangalore

Zeel Jain - Wealth Management Intern in Bengaluru | Tal