Deep Thanki

At Wealthstreet Financial Services Pvt. Ltd., I manage and acquire clients for wealth management services. I advise clients on mutual funds, SIPs, equity, bonds, and other investment products, and help with Demat account opening, KYC, and investment documentation.

During my internship at Wealthstreet Financial Services Pvt. Ltd., I coordinated client meetings with APs, assisted seniors with lead generation through telecalling and cold-calling, and attended client meetings. I met the targets of selling at least one scrip of unlisted shares and opening SIPs, and was the first to close a major unlisted-shares deal.

For the VITTA Finance Hackathon at LJ University, I analyzed five years of financial-statement data for two companies using horizontal, vertical, and trend analysis to inform share-buying or selling decisions. I also completed MBA research on the impact of work-life balance on employee job satisfaction in companies in Ahmedabad.