
Mrigesh Ram
@mrigeshram
Finance graduate at PMS AIF LEAPS LLP who analyzed PMS strategies and validated AMC data for investment research.
What I'm looking for
At PMS AIF LEAPS LLP, I analyzed and compared PMS strategies by portfolio allocation, valuation, performance, and investment approach. I also collected, cleaned, and validated AMC data using Excel to support investment research and internal dashboards.
I assisted with AMC empanelment and client query resolution, and supported business development through cold calling and email outreach.
At VBS & Associates, I executed bank reconciliations and assisted with GST and TDS filing. I also analyzed financial data for budgeting and supported financial report preparation.
In my PMS Strategy Comparative Analysis project, I analyzed 51 strategies covering about 1,523 holdings using a structured quantitative framework. I’m a B.Com (Hons.) International Accounting and Finance graduate and an ACCA candidate with six papers completed.
Experience
Work history, roles, and key accomplishments
Relationship Manager
PMS AIF LEAPS LLP
Jun 2026 - Sep 2026 (3 months)
Analyzed and compared PMS strategies based on portfolio allocation, valuation, performance, and investment approach. Collected, cleaned, and validated AMC data using Excel to support investment research and internal dashboards.
Accounting Intern
VBS & Associates
Executed bank reconciliations, ensuring accuracy of financial records. Assisted in filing GST and TDS, managing tax documentation effectively.
Education
Degrees, certifications, and relevant coursework
Association of Chartered Certified Accountants
ACCA, Accounting and Finance
ACCA candidate with 6 out of 13 papers completed.
SRM Institute of Science and Technology
B.Com (Hons.), International Accounting and Finance
Grade: 8.9 CGPA
B.Com (Hons.) in International Accounting and Finance with a CGPA of 8.9.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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