
Charitha Sree User
@charithasreeuser
I support wealth management, financial research, client outreach, and portfolio reporting.
What I'm looking for
I've supported the founder at Mishmash Finserve LLP with wealth management activities, client communication, portfolio reviews, market research, and reporting.
I keep investment records organized and confidential, manage CRM follow-ups, and conduct LinkedIn outreach to engage potential clients for financial workshops.
During my cost accounting internship at JDN Nutrition Private Limited, I researched raw-material price volatility, analyzed procurement factors, and prepared recommendations and reports for management.
I'm pursuing a BBA in Finance while contributing as an educator, web content writer, and marketing team member. I also bring experience in event coordination, digital content, research, and storytelling.
Experience
Work history, roles, and key accomplishments
Trainer and Educator
Katha 300M
Oct 2024 - Present (1 year 11 months)
Transforming learning through storytelling to foster critical thinking and practical knowledge.
Web Content Writer
The Aarohi Trust
Jun 2024 - Present (2 years 3 months)
Created impactful content for social media, blogs, newsletters, and publications while supporting brand voice consistency across digital platforms.
Wealth Management Intern
Mishmash Finserve LLP
Jan 2026 - Apr 2026 (3 months)
Worked with the founder on day-to-day wealth management activities, maintained client investment records, and prepared reports for client discussions. Reached out to potential clients via LinkedIn and updated CRM records.
Marketing Team Member
ACM-W Club @ PES
Oct 2024 - Dec 2025 (1 year 2 months)
Coordinated with multiple teams to execute events and promotional campaigns, managed communication activities, and supported event planning and operational coordination for student programs.
Cost Accounting Intern
JDN Nutrition Private Limited
Jun 2025 - Jun 2025 (0 months)
Conducted research on raw material price volatility and analyzed operational data to identify factors affecting procurement efficiency. Assisted in developing recommendations for cost management and prepared reports for management review.
Media & Marketing
The Pratyaya Club @ PES
Dec 2023 - Mar 2025 (1 year 3 months)
Assisted in organizing and managing large-scale student events, coordinated with volunteers and participants, and contributed to logistics planning and event operations.
Education
Degrees, certifications, and relevant coursework
PES University
Bachelor of Business Administration, Finance
2023 -
Grade: 8.6 CGPA
Pursuing a Bachelor of Business Administration with a major in Finance, achieving a CGPA of 8.6.
Viswabharathi Wisewoods
Higher Secondary Certificate, PCM CS
2021 - 2023
Grade: 74%
Completed PCM CS (Physics, Chemistry, Mathematics, Computer Science) with 74%.
Smt Eswaramma English Medium High School
Secondary School Certificate, General
2015 - 2021
Grade: 85%
Completed SSC with 85%.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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