• Designed and implemented customized portfolios for diverse client profiles, optimizing asset allocation based on risk tolerance, financial goals, and market conditions.• Acquired expertise in financial planning, portfolio management, and investment product selection.• Gained practical knowledge of regulatory frameworks, ethical practices, and market dynamics.• Certified as a Next Gen MFD and Investment Advisor, focusing on delivering client-centric investment solutions.• Applied risk management strategies to balance equity, debt, and other asset classes.• Presented portfolio recommendations to mentors, incorporating feedback to refine investment strategies.