Yashmit Pardikar

Finance postgraduate specializing in investment analysis, insurance advisory, and client portfolio management. Experienced in financial product evaluation, client acquisition, and basic technical analysis. Proficient in Excel and financial tools, with a strong interest in banking, investment management, and financial markets.

Summer Intern - Bharti Axa Life Insurance

(2025-05 - 2025-06)

• Advised clients on insurance and investment-linked financial products
• Assisted in portfolio structuring aligned with client risk profiles
• Conducted basic financial analysis to recommend suitable policies
• Strengthened client relationships through regular interaction and follow-ups

Off-Summer Intern / Live Project - Choice International

(2025-02 - 2025-03)

• Facilitated onboarding of clients by opening 10+ demat accounts
• Supported equity market onboarding and documentation processes
• Worked with the sales team on client acquisition strategies

MMS - Management - Chetana's R.K. Institute of Management and Research (2024 - 2026)

B. Com - Commerce - PVG's College of Science and Technology (2019 - 2022)

HSC - General Education - Campion School (2017 - 2018)

SSC - General Education - St. Peter's International Residential School (2015 - 2016)