Ajaykumar Thorat
Wealth Management Intern @ PROFITMART | Finance and Analytics
- Role
- Wealth Management Intern at PROFITMART
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Ajaykumar Thorat
Currently pursuing a postgraduate degree in Finance and Analytics at Lexicon Management Institute of Leadership and Excellence, with a solid foundation in financial planning and accounting from prior academic achievements. Actively gaining hands-on experience as a Wealth Management Intern at PROFITMART, contributing to portfolio preparation, market research, and asset evaluation. Skilled in communication, cashiering, and leadership, with certifications in Power BI and investment banking simulations. Motivated to leverage education and practical exposure to excel in financial planning, analysis, and reporting, while continuously enhancing technical and analytical expertise.
Experience
Wealth Management Intern
Jun 2025 — Present · Pune, IN
Assisted in the preparation of client investment portfolios and financial reports• Conducted industry and market research to support investment recommendations• Supported the team in evaluating asset allocations based on clients’ risk profiles• Contributed to internal presentations, performance tracking, and market updates• Gained valuable insights into mutual funds, equities, bonds, and alternative investments
Education
Lexicon Management Institute of Leadership and Excellence
Postgraduate Degree
2024 — 2026
Changu Kana Thakur khanda colony
Bachelor of Commerce - BCom
2018 — 2021
Pillai College of Arts,Commerce and Science
Master of commerce
2021 — 2023
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