Akshat Jain
Financial Advisor @Prudent Corporate Advisory Services Ltd.
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WORK HISTORY
Financial Advisor @Prudent Corporate Advisory Services Ltd.
Kolkata, IN
Assisted over 200+ clients in starting and managing SIPs and lump-sum investments across leading AMCs.• Conducted investor awareness sessions to explain fund categories, taxation benefits, and long-term compounding.• Achieved consistent growth in client retention and monthly SIP book through trust-based client relationships.• Simplified complex market concepts into client-friendly visual reports and one-on-one advisory sessions.
EDUCATION
Indus Valley World School
Commerce
The Bhawanipur Education Society College
Bachelor of Commerce - BCom, Accounting and Finance
ABOUT AKSHAT JAIN
Finance & Health Insurance Advisor | Actuarial Student (CM1 & CS1 Cleared) | Excel Advanced | Python | SQL | R | AI & Cyber-Security Enthusiast | Data-Driven Financial & Risk Planning
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