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IdentityCurrently, I am working as a Wealth Manager at Kunvarji Finstock Pvt. Ltd. Where my core focus is the valuation of Capital Market in sectors, and Stock Specific, financial planning, and understanding clients' needs and requirements, and cater to them accordingly from the basket of wealth products like Equity, Mutual Fund, Commodity, Currency, and Real Estate. Previously, I was working with Nishi Securities Pvt. Ltd. where my designation was Business Development Officer and Advisory Services. At Nishi Securities, I was looking for getting new business from existing and potential clients, gauge the market through charts, available financial data, and recommending clients based on finding research. Prior to that, I was working as a Data Researcher with Private Equity and Venture Capital - Investment Team at S&P Global Market Intelligence. Prior to that, I was working as an Auditor with the Quality Control team for the Metals and Mining Industry at S&P Global Market Intelligence.
My Academic background includes, I am a CFA Level 3 candidate and Cleared the Level 2 exam in June 2019. I have also cleared my PostGraduatee Diploma in Investment and Financial Analysis Sem-1 from GTU. I had successfully cleared a Diploma in Financial Planning and Wealth Management, and Certified Financial Planner (CFP) course too.
Madhura Nagar, Vijayawada 
Certified
