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kahaan User

@kahaanuser

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BBA graduate with expertise in mutual funds and portfolio management.

India

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What I'm looking for

Seeking a role in finance, preferably in mutual funds or portfolio management, where I can leverage my skills to contribute to a dynamic team and grow within a culture that values innovation and sustainability.

I am a dedicated and passionate professional with a strong academic foundation in finance, particularly in mutual funds and portfolio management. My journey began with a BBA in Finance from NMIMS, where I actively sought practical experiences to complement my theoretical knowledge. During my internship at Neo Wealth Management, I assisted in managing portfolios for Ultra High Net-Worth Individuals, conducting detailed reviews and providing recommendations based on market trends and client objectives.

My professional experience also includes a role at Dhruve Insurance & Investments, where I oversaw daily operations and directed a team to enhance performance through strategic training. I am a proactive learner who stays updated with industry trends and regulatory changes, regularly attending seminars and engaging in finance-related student organizations.

Beyond my professional roles, I have led various initiatives in sustainability and event management as part of The Nature Club and the Entrepreneurship Cell at NMIMS. These experiences have honed my leadership skills and reinforced my commitment to making a positive impact in both my professional and personal endeavors.

Experience

Work history, roles, and key accomplishments

President

The Nature Club, NMIMS

Apr 2023 - Apr 2024 (1 year)

Led a team of 180+ students on sustainability projects and outdoor events. Mentored a core team of 6 heads of departments to ensure smooth functioning of the club and conducted successful events with NGO partnerships.

Leadership Event Management Team Coordination Sustainability Community Engagement

Multi Family Office Intern

Neo Wealth and Asset Management

Oct 2023 - Jan 2024 (3 months)

Assisted in managing portfolios for Ultra High Net-Worth Individuals (UHNWIs), conducting detailed portfolio reviews, and providing recommendations based on market trends and client objectives. Created client decks summarizing portfolio performance and investment strategies.

Portfolio Management Financial Analysis Excel Market Research Client Communication

Corporate Development Manager

Dhruve Insurance & Investments

Aug 2023 - Oct 2023 (2 months)

Oversaw daily back-office operations, ensuring seamless transaction processing and precise accounting. Directed a small team and streamlined operational processes, resulting in significant improvements in productivity.

Team Management Reporting Accounting Process Improvement

Head of Department Digital Works

The Nature Club, NMIMS

May 2022 - Apr 2023 (11 months)

Led a team of 20 in editing and photography, designed event posts, and taught members various editing software. Collaborated with the Public Relations department for event ideation.

Digital Media Team Leadership Adobe Premiere Pro Canva Photography

Senior Member

Entrepreneurship Cell, NMIMS ASMSOC

Sep 2022 - Apr 2023 (7 months)

Participated in various entrepreneurial activities and events, contributing to the growth and development of the cell's initiatives and projects.

Project Management Networking Event Planning Team Collaboration

Education

Degrees, certifications, and relevant coursework

SVKM’S Narsee Monjee Institute of Management Studies

Bachelor of Business Administration, Finance

2021 - 2024

Activities and societies: Actively participated in finance-related student organizations and attended seminars to stay updated with industry trends.

As a Business Administration (Finance) graduate, I have developed a strong foundation in finance, including financial analysis, risk management, and investment strategies. My studies focused on mutual funds and portfolio management, enhancing my understanding of market dynamics and investment opportunities.

Mithibai College

Higher Secondary Certificate, Commerce

2019 - 2021

Completed Higher Secondary Certificate (HSC) with a focus on Commerce, laying the groundwork for my future studies in business administration and finance.