Pranay Rathore
Finance & Operations @Swan Invest
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WORK HISTORY
Finance & Operations @Swan Invest
Indore, IN
As a Finance & Operations Intern at a leading Wealth Management Firm in Indore, I support end-to-end investment planning for clients with a strong focus on mutual fund advisory, portfolio suitability, and long-term financial growth.• My role involves analyzing client goals, recommending appropriate investment strategies, and ensuring seamless execution of their financial plans.•Alongside investment planning, I play an active role in client relationship management, ensuring consistent communication, transparency, and trust throughout their investment journey.•I specialize in creating and managing MIS reports using Excel, including Pivot Tables, VLOOKUP, dashboards, and data validation tools, enabling management to track business performance and streamline internal processes.• I have successfully onboarded 100+ clients, guiding them through documentation, KYC compliance, and platform integration while maintaining a high-quality client experience.•I also contribute to the firm’s business development efforts by identifying prospective clients, presenting tailored solutions, and supporting initiatives that strengthen the firm’s market presence.
EDUCATION
Devi Ahilya Vishwavidyalaya
Bachelor of Business Administration, Finance General
ABOUT PRANAY RATHORE
Ambitious Finance student at DAVV University with a strong foundation in financial analysis, modeling, and investment strategies. Passionate about applying theoretical knowledge to real-world challenges. Actively seeking internships to grow my skills and contribute to innovative financial solutions. Let\'s connect to discuss opportunities in finance!
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