Pratham Shah
Wealth Management Intern @Anand Rathi Wealth Limited
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WORK HISTORY
Wealth Management Intern @Anand Rathi Wealth Limited
Mumbai, IN
Learnt about Financial products and their real life applications with experience-Attended client meetings to get greater understanding of the portfolio enquiries- Learnt about different MF products in market and their selection methods-Created, updated monthly client porfolios-Understood how IPS is made and unique cases related to the same
EDUCATION
Narsee Monjee College of Commerce and Economics
Bachelor of Management Studies ( BMS )
Narsee Monjee College of Commerce and Economics
SYJC
CNM School - India
10
ABOUT PRATHAM SHAH
Student at Narsee Monjee College, Mumbai pursing Bachelors in Management Studies (BMS). An Intern at Anand Rathi Wealth Management.CFA Level 1 Candidate.Had been a part of Asia’s Fastest Growing Youth Festival Umang in the position of a Member to a Vice-Chairperson. Keen to learn new things and get into exciting roles.Looking forward to new experiences.
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