Bishal Pal, CWM® - Wealth Manager, Pi - India's 1st SuperMoney app

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Network Power500+ people

Roles

💸75%

Marketing

🧨75%

Consulting

🔥50%

Startup Founder

Geos

🇮🇳75%

India

🇱🇰25%

Sri Lanka

Work Background

Pi - India's 1st SuperMoney AppWealth Manager

Jul. 2023Bangalore Urban, Karnataka, India- Understanding Client needs and wants. - Building Financial Plans - Providing financial advisory - Managing client's portfolio. - Delivering Portfolio. - Tax Planning.

Zapitel Technovations Private LimitedResearch Analyst

Apr. 2023 - Jul. 2023Bengaluru, Karnataka, India- Conducting market research to gather information on competitors, target audiences, and industry trends. - Assisting in the creation of marketing plans and campaigns, including social media content, email marketing, and advertising. - Collaboration with the marketing team to develop and implement strategies for lead generation and brand awareness. - Helping to analyse and evaluate financial data, including budgets, forecasts, and financial statements. - Supporting the finance team in the preparation of financial reports and presentations. - Participating in meetings with internal stakeholders and external partners to gather information and provide insights.

AAFM® (India)Trainer and Consultant (Freelance)

Dec. 2022 - May. 2023Training upcoming CWM candidates in the areas of - Financial Mathematics - Indian & Global financial system - Different Investment Instruments - Risk Management - Portfolio Management Strategies - Equity and Fixed Income analysis - Alternative Investments - Taxation

Artha SaarthiAssociate Investment Advisor

May. 2022 - Dec. 2022Bengaluru, Karnataka, IndiaManaging client portfolios and advising them on several investment instruments based on their goals.

FinlaticsInvestment Banking Analyst

Jun. 2021 - Aug. 2021IndiaThe Investment Banking Analyst role was aimed at presenting project reports on Founder Profiling, Convertible Note based Investing, Customer Lifetime Value & Customer Acquisition Cost based Modelling, Setting up of a Private Equity Fund, and Analysing Exit Strategies of PE Funds.

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