Chhakuli Chaudhari
Student at Tata Institute of Social Sciences ,Mumbai I Banking Financial Services and Insurance Student I Financial Planner I Mutual Funds I Investment Advisory I Wealth Manager I Graphic Designer l
- Role
- Wealth Management Intern at Ark Financial Services
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Chhakuli Chaudhari
Hello! I\'m Chhakuli Chaudhari, an enthusiastic and passionate BFSI professional with a strong desire to excel in the dynamic world of financial services. Currently pursuing a 3-years degree course in BFSI (Banking, Financial Services, and Insurance) at TISS Mumbai, I\'m equipped with a solid foundation in financial concepts, market analysis, and investment strategies. My passion for wealth management led me to complete a 360-hour practical domain training program at Edelweiss, where I gained hands-on experience in various aspects of the industry. This enriching experience allowed me to develop a keen eye for detail and a commitment to providing clients with personalized financial advice tailored to their unique needs. Currently, I\'m thrilled to be serving as a Wealth Manager Intern at Ark Financial Services, where I assist experienced professionals in crafting comprehensive financial plans and investment strategies for their clients. I\'m constantly expanding my knowledge and skills, seeking out opportunities to enhance my expertise in financial analysis, portfolio management, and client relationship management. Beyond my academic and professional pursuits, I\'m a creative individual with a passion for graphic design and Madhubani painting. I\'m also possess exceptional communication, teamwork, and problem-solving skills.
Experience
Wealth Management Intern
Jun 2023 — Present · Navi Mumbai, IN
Currently thrilled to be serving as a Wealth Management Intern at Ark Financial Services, where I assist experienced professionals in crafting comprehensive financial plans and investment strategies for their clients.In this role, I play a crucial part in the wealth management process, providing personalized financial advice tailored to each client\'s unique needs and risk tolerance. I conduct thorough financial analysis, evaluate investment opportunities, and collaborate with clients to develop and implement sound financial strategies that align with their long-term financial goals.Working alongside seasoned wealth management professionals, I\'m continuously expanding my knowledge and refining my skills in financial analysis, portfolio management, and client relationship management. I\'m committed to providing exceptional client service, ensuring that every interaction is marked by professionalism, empathy, and a genuine dedication to their financial well-being.
Education
University of Mumbai
H.S.C
University of Mumbai
S.S.C
Tata Institute of Social Sciences
Bachelor in Banking Financial Services and Insurance
2022 — 2025
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