Vijesh Sharma

|| Finance Professional || Financial planning|Investment Advisor| Portfolio Analysis|SAP Certified Associate-SAP S/4HANA for Financial Accounting|| || Marathoner🏃||

Role
Associate Financial Planner at Core Financial Services
Location
Ujjain, MP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Vijesh Sharma

Hello, Linkedin connections, I \'m a Finance Professional, I recently finished my PGDM in Finance Specialization IIEBM, Indus Business School in Pune. I hold my Degree in B.Com (Accounting and Finance) from Devi Ahilya Vishwavidyalaya, University (DAVV), Indore. Eager to use conceptual understanding in practical situations.During my studies, I had the opportunity to Completed my internship at Investsphere Wealth Pvt. Ltd. Pune in Finance Department, where I worked and acquired hands-on expertise in wealth management areas such as Mutual Fund, all types loans, PMS, AIF, F.D. Insurance sectors, CRM Software & Portfolio analysis etc.This knowledge has enhanced my progress towards an enhanced understanding of the financial industry.My passion is to use my professional knowledge to support organizations obtain Financial planning Success. With an emphasis on Finance Industry,Investment banking, financial risk management, and financial modeling, SAP- FI ( Financial accounting).I am actively seeking opportunities to apply and enhance my skills. If you\'re looking for a dynamic individual with a strong foundation in finance I aspire to be a leader who can leverage my skills and knowledge to create value for clients and make a positive impact in the finance industry.Let us connect together.

Experience

  1. Associate Financial Planner

    Core Financial Services

    Jan 2025 — Present · Jaipur, IN

Education

  • IIEBM Indus Business School

    PGDM, Approved By AICTE, Min.HRD , Govt.of India, Finance and Accounting

    2022 — 2024

  • Devi Ahilya Vishwavidyalaya

    B.Com, Finance and Accounting

  • ST.Martin's higher secondary School Badnagar

    Commerce+maths

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Vijesh Sharma — Associate Financial Planner at Core Financial Services in Ujjain, MP, IN | Unifers