Rashi Chheda
Paraplanner | CFP (Certificate Pending) | Financial Markets
- Role
- Paraplanner at A Cutting Edge
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Rashi Chheda
Highly motivated and creative, Rashi truly believes in learning and giving the knowledge forward. A critical thinker and an efficient learner, her interests lie in - Wealth Management - Personal Financial Planning & Advisory - Financial Research & Analysis She has cleared Certified Financial Planning and is currently working as a Paraplanner at A Cutting Edge - Gaurav Mashruwala. Other than that, Rashi is an International Karate Winner and also likes to pen down her thoughts and voice her opinions on various issues.
Experience
Paraplanner
Apr 2023 — Present · Mumbai, IN
Working under SEBI Registered Investment Advisor- Formulation and analysis of investment strategies- Creation of financial plans- Reviewing existing financial plans- Analysis of various financial products - Analysis of various Mutual Funds across AMCs- Assisting in audit and compliance for RIA norms
Education
University of Mumbai
Masters of Commerce, Business/Commerce, General
2023 — 2025
JAI HIND COLLEGE, MUMBAI
Bachelor in Financial Markets, Financial Markets, Final CGPA : 9.81/10
2020 — 2023
FPSB Ltd. - India (LO)
Certified Financial Planner, Cleared all the modules and final exam in first attempt
2022 — 2023
H.R. College of Commerce and Economics
Higher Secondary School, Business/Commerce, General, 90.77%
2018 — 2020
St Paul’s Convent High School
Secondary School Certificate, 94.80%
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.