Neeraj Rathi
Ex ICICI Pvt Wealth | Helping People with #Financialplan, #Manage their #Investments systematically & #WealthCreation following a methodically approach to meet #LongtermGoals as well as #ShorttermGoals
- Role
- Wealth Management Specialist at Vantage Finserve
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Neeraj Rathi
Financial Advisor having work experience of over several years in the field of financial…
Experience
Wealth Management Specialist
Apr 2022 — Present
Education
Deogiri College Chh. Sambhaji Nagar
Bachelor of Commerce (BCom)
2009 — 2012
Welingkar Institute of Management
Master of Business Administration (M.B.A.), Finance, General
2016 — 2018
Oyster English High School
SSC, Secondary Education and Teaching
2004 — 2009
The Institute of Chartered Accountants of India
Auditing, Accounting & Finance
2010 — 2016
Skills
- External Audit
- Tax
- Teamwork
- Microsoft Word
- Auditing
- Financial Accounting
- Internal Controls
- Lean Six Sigma
- Report Writing
- Income Tax
- Microsoft Office
- Microsoft Excel
- Financial Analysis
- Fundamental Analysis
- Financial Reporting
- Internal Audit
- Accounting
- Account Reconciliation
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