Parth Dua
@parthdua
Financial Paraplanner at NCSGX supporting Australian advisers with financial modelling and research; pursuing CRE underwriting.
IndiaWhat I'm looking for
At NCSGX, I prepare draft Statements of Advice and review reports for Australian advisers, and verify client financial data before analysis and documents are finalised.
I also support investment and product research, financial modelling, projections and scenario analysis across superannuation, investments and insurance. I'm pursuing an MBA in Finance and building my knowledge of commercial real estate underwriting, including NOI, cap rates, DSCR, LTV, rent rolls and T-12 analysis.
Experience
Work history, roles, and key accomplishments
Financial Paraplanner
NCSGX
Oct 2026 - Present (1 month)
Prepare draft Statements of Advice and review reports for Australian advisers. Collect and verify client financial data, support investment research and financial modelling, and ensure compliance with firm requirements.
Marketing Executive
Commerce and Management Club, GGDSD College
Jan 2023 - Dec 2024 (1 year 11 months)
Directed the promotional campaign for the college's annual commerce fest, driving attendance of 10,000+ participants. Managed on-ground logistics and coordination for 100+ participants across multiple event tracks.
Volunteer Coordinator
SD Adarsh Foundation
Jan 2023 - Dec 2024 (1 year 11 months)
Organized a medical camp for 500+ residents and co-organized 2 blood donation drives with GMCH-32 Chandigarh for 200+ donors.
Education
Degrees, certifications, and relevant coursework
Manipal University Jaipur
Master of Business Administration, Finance
Pursuing an MBA in Finance, expected to complete in the coming years.
GGDSD College, Chandigarh
Bachelor of Business Administration, Finance
2022 - 2025
Grade: 72.6%
Completed Bachelor of Business Administration in Finance with a score of 72.6%.
The SD Vidya School, Ambala
Class XII, Commerce
Grade: 96.2%
Completed Class XII in Commerce with a score of 96.2%.
NISM
NISM Series XV – Research Analyst Certification, Research Analyst
Certification in Research Analyst.
JPMorgan Chase & Co.
Investment Banking Virtual Experience Program, Investment Banking
Completed the Investment Banking Virtual Experience Program on Forage.
Simplilearn
Basics of Finance, Finance
Completed the Basics of Finance course.
Coursera
Private Equity & Venture Capital, Private Equity & Venture Capital
Completed the Private Equity & Venture Capital course.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
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