CFP Aspirant | FYBFM | Finance Enthusiast
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I'm currently pursuing my Bachelor of Financial Markets (BFM) while working toward the Certified Financial Planner (CFP) designation as part of my roadmap to becoming a SEBI Registered Investment Adviser (RIA). With a strong interest in financial planning, investments, and wealth management, I am developing skills in equity research, financial modeling, Excel, and client relationship management. My long-term vision is to help individuals and businesses achieve financial independence through ethical and data-driven advice, and in the future, I aim to establish my own venture in the field of personal finance or wealth management.
At this stage, I am eager to connect with like-minded peers, finance professionals, and mentors while seeking internship opportunities to apply my knowledge and gain hands-on experience in the industry.
Financial Services Intern - Vensiva Financial Services
(2025-12 - 2026-02)
Worked as a Sales Intern at Vensiva Financial Services, a mutual fund distribution firm, from December to February. Gained hands-on experience in client interaction, understanding investor needs, and assisting in the promotion and sale of mutual fund products.
Personal Finance Intern - Maske Financial Services
(2026-03 - 2026-05)
Worked under the guidance of the proprietor on personal financial planning, investment planning, and financial literacy initiatives. Assisted in spreading financial awareness, supporting client-related tasks, and gaining practical exposure to finance and wealth management services.
Bachelor of Commerce - Financial Markets - Ghanshyamdas Saraf College of Commerce (2028)
