Chaitanya Wadhwa

MBA graduate with dual specialisation in Finance and Marketing and a strong foundation in financial analysis, investment research and market research. Gained hands-on experience analysing mutual funds, equities and investment products during an internship with an Angel One franchise. Passionate about using analytical thinking and financial data to support business decisions and seeking an entry-level Financial Analyst or Investment Research Analyst role.

Finance & Business Development Intern - Capital Dynamic, Franchisee of Angel One Ltd. - Amritsar, Punjab

(2025-06 - 2025-07)

• Conducted research on mutual funds, equities and New Fund Offers to evaluate investment opportunities and support client recommendations.
• Assessed clients' financial goals and risk profiles to recommend suitable investment products
• Acquired and onboarded 10+ new clients by supporting Demat account opening and customer acquisition activities.
• Generated prospective investor leads through outbound communication and promoted New Fund Offers to potential clients.
• Resolved client investment queries and explained financial products, helping build trust and improve the overall client experience.
• Built practical knowledge of Indian financial markets, investment products and investor behaviour through hands-on research and client interactions.

MBA - Finance & Marketing - Guru Nanak Dev University, Amritsar (2024 - 2026)

Bachelor of Commerce - Guru Nanak Dev University, Amritsar (2021 - 2024)

Senior School Certificate Examination (CBSE) - DAV International School, Amritsar (2020 - 2021)

Secondary School Examination (CBSE) - DAV Public School, Amritsar (2018 - 2019)