Tanisha Somani

About Tanisha Somani

I am a finance graduate from St. Xavier\'s College and a CFA Level 3 pass out with a passion for financial analysis and writing. I have experience as a financial advisor at Sapient Wealth Advisors & Brokers, where I provided financial planning and investment advice and as a project intern at V.Singhi & Associates, where I prepared project profiles for a government-funded initiative to promote entrepreneurship in the North East region of India. As a financial advisor, I worked with a team of experts to analyze the financial goals, risk appetite, and portfolio performance of our clients, and to recommend suitable investment products and strategies. I also communicated effectively with the clients, explaining complex financial concepts and scenarios in simple and engaging language. As a project intern, I independently visited businesses, interacted with management and employees, and framed financials and project profiles that can be taken up by the aspiring entrepreneurs of the North East. I demonstrated my writing skills, creativity, and analytical abilities in this role, as well as my interest in social and economic development. I am looking for an opportunity to leverage my skills and experience in a dynamic and collaborative environment, where I can contribute to the growth and success of the organization and the clients.

Experience

1. Associate

   Acuity Analytics

   Jul 2024 — Present · Bengaluru, IN

Education

• CFA Institute

  CFA L3 passed

• St. Xavier's College (Autonomous), Kolkata

  Bachelor of Commerce - BCom

  2017 — 2020