# Deep Thanki

Deep Thanki is a remote worker on Himalayas, Wealth Advisor & Wealth Manager at Wealthstreet Financial Services Pvt. Ltd., based in India.

Source: https://himalayas.app/@deepthanki

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Wealth Advisor & wealth manager at Wealthstreet Financial Services, advising clients on investments and achieving sales targets.
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| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 5114k+ INR |
| Job categories | Wealth Advisor, Corporate Finance Analyst |
| Skills | Wealth Management, Financial Analysis, Mutual Funds, Systematic Investment Plans (SIP), Equity, Bond, Unlisted Securities, Financial Planning, Horizontal Analysis, Vertical Analysis, Trend Analysis, Lead Generation, Customer Relationship Management, Demat Account Opening, KYC |
| LinkedIn | https://linkedin.com/in/deep-thanki-98693b330 |

## What I'm looking for

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I’m looking to build a career in corporate finance and contribute to a dynamic organisation, using financial expertise to provide strategic insights and support sustainable growth.
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## About

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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.
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## Experience

### Wealth Advisor & Wealth Manager (current)

Wealthstreet Financial Services Pvt. Ltd.. May 2026 - Present

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Managed and acquired clients for wealth management services, advised on mutual funds, SIPs, equity, bonds, and other investment products. Generated leads through telecalling, referrals, and relationship building, and achieved sales targets.
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Skills: Wealth-Management, Client-Acquisition, Mutual-Funds, SIP, Equity, Bond, Lead-Generation, Telecalling, Relationship-Building, Demat-Accounts, KYC, Sales

### Wealth Advisor Intern

Wealthstreet Financial Services Pvt. Ltd.. May 2025 - Jul 2025

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Coordinated with APs and clients for meetings, assisted seniors in generating leads through telecalling and cold-calling, and attended client meetings. Achieved sales targets and was the first to close a major deal of unlisted shares.
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Skills: Telecalling, Cold-Calling, Client-Meetings, Lead-Generation, Sales, Unlisted-Securities, SIP

### Operations Intern

Shri Anand Plastic Packaging Pvt. Ltd.. Jan 2023 - Jun 2023

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Gained hands-on exposure to workflow operations, production processes, and manufacturing practices. Observed operational efficiency, industry standards, and overall business operations.
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Skills: Operations, Production-Processes, Manufacturing, Workflow-Management

## Education

### LJ Institute of Management Studies, LJ University

Master of Business Administration, Finance. 2024 - Present

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Pursuing an MBA in Finance, expected to complete in 2026.
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### Shri V J Modha College, BKNMU

Bachelor's in Business Administration, Business Administration. 2021 - 2024. Grade: 71%

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Completed Bachelor's in Business Administration with a percentage of 71%.
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### ExcelCourse

Certification, Excel

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Completed an Excel course certification.
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## Tech stack

- Google Workspace

To contact Deep, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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