Steffi Fernandes
Wealth Management Intern
- Role
- Wealth Management Intern at Pi
- Location
- Thane, IN
- LinkedIn followers
- 500 followers
Experience
Wealth Management Intern
Nov 2023 — Present · Mumbai, IN
Led comprehensive financial planning initiatives for high-net-worth clients, analyzing investment goals and risk tolerance.Executed strategic asset allocation and investment strategies, resulting in portfolio growth and client satisfaction.Conducted regular portfolio reviews, providing proactive recommendations aligned with market trends.Collaborated with cross-functional teams to ensure seamless client experiences and resolve complex financial matters.
Education
Vidya Prasarak Mandals K G Joshi College of Arts & N G Bedekar College of Commerce
Bachelor of Accounting and Finance, 9.82/10
2021
St John the Baptist High School & Jr College
Business/Commerce, General, 89.17
2018 — 2021
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