TAPISH KAITHWAS

TK

Looking for a job

TAPISH KAITHWAS

@tapishkaithwas

I'm an MBA Finance student supporting investment advisory, research, and portfolio management.

What I'm looking for

I'm looking to apply my financial analysis, investment research, Power BI, and client relationship skills to support data-driven business and investment decisions.

I'm currently supporting investment advisory, wealth management, mutual fund research, equity research, client servicing, and portfolio management as a Finance Intern at Yes Securities.

Alongside my MBA in Finance at the University of Allahabad, I've applied financial analysis, Power BI, Excel, data visualization, and research skills through internships and projects on consumer purchase decisions and rural electrification.

Experience

Work history, roles, and key accomplishments

YS

Current

Finance Intern

Current

Yes Securities

Aug 2026 - Present (1 month)

Assisting in investment advisory, wealth management, mutual fund and equity research. Supporting client servicing and portfolio management.

Investment Advisory Wealth Management Mutual Funds Equity Research Client Servicing Portfolio Management

GM

Finance Intern

Gravitas Masters

Jun 2025 - Jul 2025 (1 month)

Applied analytical and problem-solving skills in finance-related assignments. Developed understanding of financial concepts and practices.

Financial Analysis Problem Solving Analytical Skills

Education

Degrees, certifications, and relevant coursework

UA

University of Allahabad

MBA, Finance

2024 -

Pursuing an MBA in Finance at the University of Allahabad (MONIRBA) from 2024 to 2026.

UA

University of Allahabad

B.Com, Commerce

2021 - 2024

Completed a Bachelor of Commerce degree at the University of Allahabad from 2021 to 2024.

KB

Kendriya Vidyalaya Bamrauli

Intermediate, General

Completed intermediate education at Kendriya Vidyalaya Bamrauli, Prayagraj.

NI

NISM

NISM Series V-A – Mutual Fund Distributors Certification, Mutual Funds

Certified as a Mutual Fund Distributor by NISM.

FO

Forage

Deloitte Data Analytics Job Simulation, Data Analytics

Completed the Deloitte Data Analytics Job Simulation on Forage.

UN

UniAthena

Basics of Microsoft Power BI, Power BI

Completed the Basics of Microsoft Power BI course offered by UniAthena and Cambridge International Qualifications, UK.

UN

UniAthena

Master ChatGPT, ChatGPT

Completed the Master ChatGPT course offered by UniAthena.

Tech stack

Software and tools used professionally

Microsoft Excel

ChatGPT

Power BI

Availability

Looking for a job

Location

India

Authorized to work in

Salary expectations

70k+ INR

Social media

Job categories

Financial Analyst Investment Analyst Wealth Manager Portfolio Manager

Skills

Financial Analysis Mutual Funds Equity Markets Investment Research Wealth Management Power BI Data Visualization Excel Customer Relationship Management Communication Skills Problem Solving Investment Advisory Portfolio Management Google Form ChatGpt Photography Video Production

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