Bhupesh Jha
BSE Institute Ltd
- Role
- Wealth Associate at Upright Wealth
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
Experience
Wealth Associate
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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