Shifa Lodha

Finance graduate (BMS - Finance Major) with hands-on experience in equity research, financial analysis, and market research. Currently interning at Motilal Oswal Financial Services, gaining practical exposure to how markets function, equity research processes, and franchise advisory. Involved in analyzing stocks, tracking market movements, and supporting franchise partners with insights on investment products and strategies.

Pursuing CFP certification with strong skills in Excel, structured reporting, & understanding of capital markets and wealth management products.

Franchise Advisory Intern - Motilal Oswal Financial Services Ltd.

(2025-04)

• Conducted equity research and analyzed market trends to identify investment opportunities and support advisory decisions.
• Assisted franchise partners with investment products, stock insights, and business development initiatives.

Marketing & Sales Intern - Navneet Dealers Pvt. Ltd - Mumbai (MH)

(2025-01 - 2025-03)

• Supported market research and promotional campaigns.
• Managed CRM data and assisted in client coordination and dispatch operations.

Bachelor of Management Studies (BMS) - Finance - Jai Hind College, Mumbai (2023 - 2026)

Higher Secondary School Certificate (CBSE) - Saint Paul's School, Pali (Rajasthan)

Central Board of Secondary Education (CBSE) - Saint Paul's School, Pali (Rajasthan)