Singh Jii

Results-driven Investment Analyst with expertise in wealth management, mutual fund advisory, and credit analysis. Managing ₹40+ Lakhs AUM as an NISM-certified Independent MFD with focus on goal-based investing, SIP advisory, and long-term wealth creation. MBA in Financial Markets with a track record of exceeding targets and delivering strong client outcomes.

Independent Mutual Fund Distributor at Self-Employed (2024-06 – Present)

Wealth Creation & Portfolio Management

• Managing ₹40+ Lakhs AUM across equity, debt, and hybrid mutual funds
• Advising clients on goal-based investing through SIPs and lump-sum strategies
• Providing tax-saving solutions via ELSS under Section 80C
• Delivering personalised portfolio guidance based on risk profile and financial goals

Credit Analyst at Finnable Credit Pvt. Ltd (2022-07 – 2023-06)

• Led credit assessments and loan approvals with >40% approval rating
• Maintained 2.2-hour TAT — among the fastest in the team
• Prepared data-driven credit reports aligned with KYC and compliance standards
• Collaborated cross-functionally on fraud risk management strategies

Sales & Marketing Intern at Shriram Life Insurance (2022-06 – 2022-07)

• Achieved 140% of sales target using innovative outreach strategies
• Gained hands-on experience in market research and client interaction

Capital Market Analyst Intern at Tradeshala Research & Consulting Firm (2022-04 – 2022-05)

• Analysed market trends and evaluated investment opportunities
• Developed portfolio management and risk assessment frameworks

Equity Research Analyst Intern at Trade The Markets (2022-03 – 2022-04)

• Prepared investment reports using equity valuation methodologies
• Conducted industry analysis to identify high-potential investment opportunities

MBA in Financial Markets & Marketing – Lovely Professional University (2021 – 2023)

B.A. in English Language & Literature – University of Allahabad (2018 – 2021)