Viraj Shah

Operations Associate

Ahmedabad, Gujarat, India0 mo experience

Key Highlights

  • National winner of NSE Quiz Series 4
  • Evaluated over 550 NFOs for investment opportunities
  • Strong analytical skills in financial markets
Stackforce AI infers this person is a finance professional with expertise in investment research and asset management.

Contact

LinkedIn

Skills

Core Skills

Client AdvisoryInvestment Strategy

Other Skills

Analytical SkillsBusiness AdministrationCorporate FinanceDCF ValuationData AnalysisData VisualizationEquity ResearchEquity Research AnalysisEquity ValuationFinanceFinancial AnalysisFinancial ModelingFinancial Statement AnalysisFundamental AnalysisInvestments

Experience

Idbi bank

Assistant Manager (Asset Officer)

Aug 2025 – Present · 7 mos · On-site

Wealthstreet financial services pvt. ltd.

Wealth Advisor Trainee

Apr 2024 – Jun 2024 · 2 mos · Ahmedabad, Gujarat, India · On-site

  • ● Advised 30 clients on company products based on their profiles
  • ● Assisted 7 clients in crafting a customised portfolio for them based on their profile
  • ● Analysed the data of 559 NFOs across equity, debt, hybrid, and commodity over the
  • last 5 years
  • ● Assisted the company in developing investment strategies for the clients by analysing
  • 559 NFOs

Education

Institute of Management, Nirma University

Master of Business Administration - MBA

Jun 2023 – Mar 2025

Som-Lalit Institute of Business Administration

Bachelor of Business Administration - BBA

Jul 2019 – Jun 2022

Gujarat University

Bachelor of Business Administration - BBA

Jul 2019 – Jun 2022

Swastik Highschool

HSC — Commerce

Jun 2017 – Mar 2019

Nutan High school

SSC

Mar 2017 – Present

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