At Fincart Financial Planners, I supported client relationships across PMS and AIF strategies, engaging directly with clients during onboarding, portfolio reviews, and service requests.
I prepared portfolio review reports and explained advisory recommendations and investment concepts in clear, client-friendly language. I also reviewed mutual fund, equity, debt, and hybrid portfolios to identify diversification and rebalancing opportunities ahead of client meetings.
As a Finance Intern at Ashok Leyland, I analyzed financial statements and performed ratio and trend analysis. I also completed an Equity Research Report on Ashok Leyland using annual reports, peer comparison, and industry research.
