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Network Power500+ people
Startup Founder
Sri Lanka
Work Background
Wealth Manager
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.
Research Analyst
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.
Trainer and Consultant (Freelance)
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
Associate Investment Advisor
Artha SaarthiAssociate Investment Advisor
May. 2022 - Dec. 2022Bengaluru, Karnataka, IndiaManaging client portfolios and advising them on several investment instruments based on their goals.
Investment Banking Analyst
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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