Diksha Shetty

Conducted fundamental analysis across multiple sectors and built financial models including DCF and comparable company valuation. Prepared detailed equity research reports with investment rationale and tracked market trends and earnings updates.

Supported reporting and portfolio risk assessment activities while building exposure to financial markets, risk management, and compliance processes.

Managed end-to-end KYC processes and supported planning for 50+ active client portfolios, maintaining 100% compliance with regulatory standards. Automated monthly client performance reporting, reducing preparation time by 15% while improving data-driven insights.

Completed a structured 2-month summer internship combining classroom learning and field exposure in wealth management and client engagement. Conducted financial literacy surveys with 50+ local vendors and gained practical insight into mutual fund operations and compliance.

Activities and societies: Studied wealth management and financial markets; gained client engagement understanding via classroom learning.

Pursuing a BBA in Finance, building knowledge in wealth management and how the Indian economy impacts financial markets. Gained experience in client engagement strategies through classroom learning and practical exposure.

Activities and societies: Conducted financial literacy surveys with 50+ local vendors; visited AMCs to understand mutual fund operations and fund management.

Completed Higher Secondary Certificate (HSC) with practical exposure to financial literacy. Conducted financial literacy surveys and learned through industrial visits related to asset management and mutual funds.

Activities and societies: Learned about compliance processes and real-world client advisory practices.

Completed Secondary School Certificate (SSC), gaining exposure to compliance processes and real-world client advisory practices.