Vanshika Agrawal
Financial Advisor | ACCA | CFP | Content Sorcerer
- Role
- Financial Advisor at 12months
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Vanshika Agrawal
As a person in finance, I spend my days crafting tailored investment strategies and…
Experience
Financial Advisor
Oct 2024 — Present · Varanasi, IN
Client Consultation: Conduct in-depth consultations with clients to understand their financial needs, goals, and risk tolerance.2. Portfolio Management: Design and manage customised investment portfolios tailored to individual client profiles.3. Market Analysis: Stay updated on market trends, economic indicators, and new investment products to provide informed recommendations.4. Financial Education: Educate clients on the benefits of mutual funds and the importance of diversified investment strategies.5. Compliance: Ensure adherence to all regulatory and compliance requirements in the mutual fund industry.6. Investor Awareness Programs: Organise and conduct investor awareness programs to educate the community on mutual fund investments and financial planning.
Education
Jesus and Mary College (JMC), Delhi
Bachelor of Commerce - BCom
2017 — 2020
ACCA
Advanced Diploma in Accounting and Business
2021 — 2022
ACCA
ACCA Member
2021 — 2023
The Institute of Company Secretaries of India
Company secretary
2019 — 2019
Delhi Public School, Varanasi
High School Diploma
2015 — 2017
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