Advik Jain
CFA Level I | BCom (International Finance), Christ University 26 | Aspiring Investment Banking & Private Equity Professional | Financial Modeling | Valuation | Deal Analysis
- Role
- Wealth Management Intern at Anand Rathi Wealth Limited
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Advik Jain
Numbers tell stories. I believe that deeply — which is why I\'ve spent the last three…
Experience
Wealth Management Intern
Jun 2025 — Present · Bengaluru, IN
Managed and reviewed client portfolios including mutual funds, structured products, and leveragedinstruments- Supported Relationship Manager Mr. Suraj Sinha by performing portfolio assessments andpreparing client-specific investment recommendations- Ensured timely execution of asset reallocation strategies based on risk and return profiles.
Education
Christ University, Bangalore
B.com (international finance), Finance
Bishop Cotton Boys' School
10th, Science
Christ Junior College
Puc, Business/Commerce, General
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