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PGDM Finance student with hands-on experience in wealth management operations, portfolio analysis, mutual funds, and investment research. Skilled in Advanced Excel and Power BI, and experienced in analyzing client portfolios and generating data-driven insights. Worked with financial advisors and operations teams to support client onboarding, execute investment transactions across AMCs with accuracy and compliance, and evaluate mutual fund and fintech solutions to improve investor experience. Seeking opportunities in wealth management, risk analysis, investment research, and financial analytics.…PGDM Finance student with hands-on experience in wealth management operations, portfolio analysis, mutual funds, and investment research. Skilled in Advanced Excel and Power BI, and experienced in analyzing client portfolios and generating data-driven insights. Worked with financial advisors and operations teams to support client onboarding, execute investment transactions across AMCs with accuracy and compliance, and evaluate mutual fund and fintech solutions to improve investor experience. Seeking opportunities in wealth management, risk analysis, investment research, and financial analytics.

DIKSHA SINGH

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PGDM Finance student with hands-on experience in wealth management operations, portfolio analysis, mutual funds, and investment research. Skilled in Advanced Excel and Power BI, and experienced in analyzing client portfolios and generating data-driven insights. Worked with financial advisors and operations teams to support client onboarding, execute investment transactions across AMCs with accuracy and compliance, and evaluate mutual fund and fintech solutions to improve investor experience. Seeking opportunities in wealth management, risk analysis, investment research, and financial analytics.…PGDM Finance student with hands-on experience in wealth management operations, portfolio analysis, mutual funds, and investment research. Skilled in Advanced Excel and Power BI, and experienced in analyzing client portfolios and generating data-driven insights. Worked with financial advisors and operations teams to support client onboarding, execute investment transactions across AMCs with accuracy and compliance, and evaluate mutual fund and fintech solutions to improve investor experience. Seeking opportunities in wealth management, risk analysis, investment research, and financial analytics.

Available to hire

PGDM Finance student with hands-on experience in wealth management operations, portfolio analysis, mutual funds, and investment research. Skilled in Advanced Excel and Power BI, and experienced in analyzing client portfolios and generating data-driven insights.

Worked with financial advisors and operations teams to support client onboarding, execute investment transactions across AMCs with accuracy and compliance, and evaluate mutual fund and fintech solutions to improve investor experience. Seeking opportunities in wealth management, risk analysis, investment research, and financial analytics.

Skills

Experience Level

Microsoft Excel

Expert

Power BI

Expert

Data Visualization

Expert

Language

Work Experience

Summer Intern at InvestValue, Mumbai

May 1, 2026 - June 30, 2026

Collaborated with financial advisors to understand client investment objectives, risk profiles, and wealth management requirements while supporting client onboarding activities. Conducted market research and assisted in evaluating mutual fund solutions, wealth management products, and fintech platform features to improve investor experience and drive user adoption.

Operations Associate – Wealth Management at Genome Capital, Mumbai

April 1, 2024 - January 31, 2025

Analyzed client portfolios across mutual funds and fixed-income products to ensure alignment with investor risk profiles. Executed investment transactions across multiple AMCs while maintaining operational accuracy, compliance, and documentation standards. Coordinated with clients and cross-functional teams to support efficient wealth management operations and timely execution.

Intern at Mahadev Enterprise, Mumbai

November 1, 2023 - February 29, 2024

Supported accounting operations including invoice processing, expense tracking, and maintaining payment records. Managed logistics coordination, delivery scheduling, and shipment tracking to improve operational efficiency.