Bhupesh Jha

BSE Institute Ltd

Role
Wealth Associate at Upright Wealth
Location
Mumbai, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Associate

    Upright Wealth

    Apr 2025 — Present

    I\'m excited to share that I’ve been learning and growing immensely in my journey as a Wealth Associate Intern at Upright Wealth!Over the past few weeks, I’ve had hands-on exposure to: Client engagement & relationship building Portfolio structuring & SIP planning Understanding investment products like PMS, mutual funds & insurance Real-time exposure to financial markets and advisoryThis internship has sharpened my communication skills and deepened my understanding of what truly matters in wealth management — trust, transparency, and personalized solutions.

Education

  • Nirmala Memorial Foundation College of Commerce & Science

    12th

    2016 — 2017

  • Smt Jayaben B. Khot High School No.2

    10th

    2014 — 2015

  • BSE Institute Ltd

    Postgraduate Degree

    2024

  • Aldel Education Trusts St John College of Engg Vevoor Palghar Tal Palghar Dist Thane

    Bachelor of Engineering

    2017 — 2022

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Bhupesh Jha — Wealth Associate at Upright Wealth in Mumbai, IN | Unifers