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Raj Bhosle

@rajbhosle

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Wealth Manager at Fincart Finvest advising clients on investments, tax-efficient planning, and compliance.

India

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What I'm looking for

I’m seeking to contribute to a dynamic finance or tax team by delivering research-driven insights, supporting client compliance needs, and driving sustainable growth.

At Fincart Finvest Pvt. Ltd., I deliver personalized wealth advisory and investment plans aligned with clients’ goals and risk profiles. I also support resident and non-resident clients with tax filing and compliance matters.

As a Finance Intern at Sai Magic Food Pvt. Ltd., I prepared financial statements, reconciled accounts, and maintained records for audit readiness. At The Research Insight, I drafted market research reports, estimated income streams, and reviewed competitors’ financial statements.

Experience

Work history, roles, and key accomplishments

Wealth Manager

Fincart Finvest Pvt. Ltd.

Mar 2025 - Jul 2026 (1 year 4 months)

Delivered personalized financial advisory and wealth management solutions tailored to clients' goals and risk profiles. Assisted clients with tax filing and compliance matters, and developed tailored investment plans utilizing market insights.

Finance Intern

Sai Magic Food Pvt. Ltd.

Jul 2024 - Aug 2024 (1 month)

Prepared financial statements and reports to support management decision-making. Reconciled accounts, maintained organized records, and managed day-to-day bookkeeping tasks.

Financial Statements Account Reconciliation Bookkeeping Record keeping Audit Readiness

Market Research Intern

The Research Insight

May 2024 - Jul 2024 (2 months)

Drafted market research reports analyzing industry trends and market dynamics. Conducted market estimations and interpreted competitors' financial statements to support informed decision-making.

Market Research Data Analysis Financial Statement Analysis Strategic Planning Report Writing

Education

Degrees, certifications, and relevant coursework

Institute for Future Education Entrepreneurship & Leadership

PGDM, Management

Grade: CGPA: 74.6

Completed PGDM with a CGPA of 74.6 in April 2025.

Govt. Holkar Science College

BSc, Biochemistry

Grade: 71.6%

Completed BSc in Biochemistry with a percentage of 71.6% in April 2021.

Takshashila H. S. School

Higher Secondary School, General

Grade: 81.8%

Completed Higher Secondary School with a percentage of 81.8% in April 2018.

Sarada Ramakrishna Vidya Mandir

Secondary School, General

Grade: 84.6%

Completed Secondary School with a percentage of 84.6% in April 2016.

NISM

NISM 21 A - Portfolio Management Services (PMS) Distributor, Finance

Completed NISM certifications including Portfolio Management Services Distributor, Level 1 and Level 2 Investment Advisor, Equity Derivatives, and Mutual Fund Distributor.