Conducted an exhaustive analysis of ELSS within mutual funds, focusing on optimizing investment portfolios Formulated a strategic report emphasizing ELSS performance, risk profiles, and tax advantages aligned with client’s financial goalsCompared 5 ELSS based on Average return, Standard deviation, Treynor ratio, Sharpe ratioAchieved a 47% conversion rate among 120 high-net-worth prospects, utilizing persuasive ELSS insights to secure investments and enhance client portfolios

Attending webinar on stock market & BFSI sector.Increasing the brand awareness of various financial products available. Preparing reports on various topics like FPO, mutual fund, banking and blockchain, buyback of shares etc

CEHRO works towards the better future of underprivileged children and the community by providing them access to better education, health and work. Till date CEHRO has accepted more than 3000 youngsters whose parents are engaged in menial jobs.