Kalp Mehta

An MBA (General) final-semester student with a commerce background and a strong understanding of financial and managerial concepts. I possess a keen interest in applying theoretical knowledge to practical business situations and developing skills in analysis, coordination, and decision-making. I have also completed certification in Equity Derivatives (NISM Series-VIII) from the National Institute of Securities Markets.

Intern - Aditya Birla Sun Life Mutual Fund - Himatnagar

• Assisted in investor onboarding, KYC verification, SIP registration, and documentation for retail clients.
• Analyzed mutual fund schemes (equity, debt, hybrid) and prepared comparison reports for client presentations.
• Conducted market research on NAV trends, fund performance, and industry updates to support sales teams.
• Explained investment products, risk profiles, and asset allocation basics to walk-in customers.
• Supported relationship managers in lead generation, follow-ups, and client query resolution.

MBA - Finance - Sankalchand Patel University (2024-01 - 2026-12)

B.COM - Commerce - IDAR ANJANA PATIDAR H.K.M.ARTS AND P.N.PATEL COMMERCE COLLEGE (HNGU) (2022-01 - 2024-12)

HSC - GHSEB - Seth Chaganlal Jivaraj High School (C.J) (2020-01 - 2021-12)