Vandana Prasad

I aspire to grow into a financial analyst role, learning step by step, and one day take on leadership and entrepreneurial responsibilities.

Wealth Associate - Upright Wealth Management

• Completed a 2-month internship at Upright Wealth Management as a wealth Associate.
• Handled 100+ calls daily to connect with potential clients.
• Conducted 15+ client meetings per day, assessing financial goals and providing solutions.
• Assisted senior in closing 4 deals, contributing to business growth.
• Gained skills in sales, financial advisory, communication, and client handling

Financial Consultant - HDFC Life Insurance

• Completed a 2 month internship at HDFC Life Insurance as a Financial consultant.
• Sold various insurance plans like saving plans, investment plans, retirement plans, and others.
• Met clients and understood their financial needs to suggest suitable insurance solutions.
• Gained skills in sales, client handling, and financial advisory

Intern - Arihant Capital

• Completed a 1-month internship at Arihant Capital.
• Learned stock market analysis, equity research, and investment strategies.
• Assisted in analyzing stocks, mutual funds, and financial instruments.
• Gained skills in financial research, market analysis, and investment advisory.

Graduation - Bachelor of Management Studies - Sasmira's Business School, Worli, Mumbai (2026)

H.S.C. - Sheth N.K.T.T college of commerce

H.S.C. - SBJ high school and junior college, Thane

S.S.C. - St. Joseph's English high school, Thane