Moksh Jogani

Operations Associate

Surat, Gujarat, India1 yr experience

Key Highlights

Strong foundation in finance and analytics.
Hands-on experience in investment research.
Leadership roles in finance-focused clubs.

Stackforce AI infers this person is a Finance and Analytics professional with a focus on wealth management and investment research.

Contact

Skills

Core Skills

Portfolio ManagementFinanceEquity ResearchWealth Management

Other Skills

Research SkillsAnalytical SkillsLeadershipTeamworkStrategyNegotiationMutual Funds

About

Aspiring Wealth and Portfolio Manager with a strong academic foundation in finance and analytics and hands-on exposure to investment research and wealth management, including mutual fund analysis, product evaluation, and asset allocation. Currently pursuing a BCom in Applied Finance and Analytics, with experience in fundamental analysis, equity research, and market evaluation through internships and leadership roles in finance-focused clubs.

Experience

1 yr

Total Experience

6 mos

Average Tenure

Current Experience

Qi-cap investments private limited

PMS Intern(Portfolio Management Service)

Apr 2026 – Present · 1 mo · Mumbai · On-site

Research SkillsFinanceAnalytical SkillsPortfolio Management

Wall street society

Senior Fundamental Analyst

Jun 2025 – Jan 2026 · 7 mos

Excited to share that I’ve joined the Wall Street Society as a Senior Fundamental Analyst!
Excited to dive deeper into equity research, valuations, and market insights with a team that shares the same passion for finance. Looking forward to learning, contributing, and growing with this incredible club.

Research SkillsAnalytical SkillsEquity ResearchFinance

Caps- centre for academic and professional support

Graphic Designer

Jun 2025 – Jan 2026 · 7 mos

Ckredence wealth

Summer Intern

Apr 2025 – May 2025 · 1 mo

Excited to kick off my summer internship with Ckredence Wealth as I wrap up the first year of my academic journey! Grateful for the opportunity to gain hands-on experience in the world of finance and wealth management. Looking forward to learning, growing, and making the most of this incredible opportunity.

FinanceResearch SkillsLeadershipTeamwork