Finance Analyst
India
Research Intern & Relationship Manager | Unlisted Guru LLP & Mutualist Financial Distributors Pvt. Ltd.May 2024 – Aug 2024Conducted in-depth research on 24+ unlisted shares at Unlisted Guru LLP, compiling comprehensive reports including financials, shareholder distribution, and future projects. My reports were used by the director for client consultations, highlighting their accuracy and thoroughness.Played a pivotal role in the establishment of Mutualist Financial Distributors Pvt. Ltd., handling registration, empanelment, and documentation for 44 AMCs for Mutual Funds, 14 for PMS, and 12 for AIF.Engaged with top executives from AMCs, understanding intricate product details to facilitate successful partnerships and launch the new business venture.Gained extensive knowledge in wealth management products, contributing to the foundational success of Mutualist Financial Distributors.