
Vrikshita Viswanathan
@vrikshitaviswanathan
I build accurate ESG disclosures, fund accounting reports, and tailored investment strategies for clients and financial institutions.
What I'm looking for
I've prepared and quality-assured ESG reports for UK and South African listed companies at Institutional Shareholder Services, supporting accurate sustainability disclosures, ESG databases, and scoring methodologies.
My finance experience includes calculating NAVs, reconciling PMS, AIF, and FPI funds, preparing SEBI reports, and supporting audits at Edelweiss Custodial Services. I've also evaluated controls, risk management, and compliance as a GRCT Analyst at MGB Advisors.
Most recently, I've advised clients at Money Honey Financial Services on mutual funds, fixed deposits, bonds, insurance, and portfolio adjustments. I'm looking to bring my ESG reporting, investment, and data-driven finance background to Sweden's sustainability-driven financial ecosystem.
Experience
Work history, roles, and key accomplishments
Investment Specialist & CSR Research
Money Honey Financial Services Pvt. Ltd.
Sep 2025 - May 2026 (8 months)
Advised clients on investment products and delivered tailored wealth management recommendations. Built client relationships and monitored portfolios to align with market dynamics.
Education
Degrees, certifications, and relevant coursework
Indian Institute of Digital Education
Advanced Diploma, Digital Marketing
Grade: A
Completed Advanced Digital Marketing certification with a grade of A.
IES Management College & Research Centre
Post-Graduate Diploma in Management, Finance
Grade: CGPA 3.78/4.0
Earned a Post-Graduate Diploma in Management with a focus on Finance, achieving a CGPA of 3.78 out of 4.0.
SIES College of Science, Arts & Commerce
Bachelor of Management Studies, Finance
Grade: CGPA 8.88/10
Completed Bachelor of Management Studies with a specialization in Finance, achieving a CGPA of 8.88 out of 10.
M.L. Dahanukar College of Commerce
Higher Secondary Certificate, General Studies
Grade: 72.15%
Completed Higher Secondary Certificate with a score of 72.15%.
Parle Tilak Vidyalaya Eng. Med. School
Secondary School Certificate, General Studies
Grade: 83.80%
Completed Secondary School Certificate with a score of 83.80%.
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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