Jul 2025 – Aug 2025 · 1 mo · Gurugram, Haryana, India · On-site

• Analyzed asset allocation across equities, debt, government securities, and money market instruments.
• Reviewed Schedule L-12 (shareholder investments) and Schedule L-29 (ULIP & Non-ULIP Investments in Debt Securities) to assess portfolio composition and asset categorization.
• Benchmarked fund performance against market indices and competitor offerings, identifying risk-adjusted return trends.
• Gained operational insights into front office, middle office, and back office functions within the insurance and investment ecosystem.

May 2025 – Jun 2025 · 1 mo · Gurugram, Haryana, India · On-site

• Automated petty cash documentation workflow using Google Forms & Sheets, reducing manual effort and improving data accessibility.
• Conducted reconciliation of financial transactions from 9 months of bank statements for audit tracking.
• Maintained and reconciled purchase records and ledgers for vendor accounts across multiple geographies.
• Gained hands-on experience in startup financial operations, decision-making support, and data-driven process optimization.
• Worked with CRM and Razorpay to track payments and settlements.

Apr 2025 – Dec 2025 · 8 mos

Dec 2024 – Mar 2025 · 3 mos · Gurugram, Haryana, India · On-site

• Achieved ₹16,00,000 ($18,000) in revenue in under 2 months.
• Ran Meta ads with a CAC of ₹150 and an ROAS of 13.32x.
• Learned to run and optimize Meta ads, gaining hands-on experience in performance marketing.
• Built and managed the entire website, handling UX, operations, and customer experience.
• Negotiated with suppliers to streamline costs and ensure smooth inventory management.
• Cracked a B2B deal, expanding revenue channels beyond D2C.
• Gained invaluable experience in digital marketing, e-commerce operations, and business strategy.

Jul 2024 – Aug 2024 · 1 mo · Gurugram · On-site

• Learnt RERA rules and conducted research on REITs and fractional ownership models.
• Understood the risks, returns, market structure and regulations of the real estate sector.
• Made over 1,500 cold calls to generate leads and build client relationships.
• Managed Instagram and LinkedIn accounts, increasing social media engagement.
• Created and curated content, including posts and reels, tailored to the target audience.
• Coordinated and attended site visits, providing clients with detailed property information.
• Developed and maintained strong client relations, ensuring satisfaction and fostering long-term partnerships.

Jul 2024 – Aug 2024 · 1 mo

Apr 2024 – May 2024 · 1 mo · Remote

• Acquired knowledge of futures and options basics.
• Explored various options trading strategies.

Feb 2024 – Apr 2024 · 2 mos · Remote

• Learned fundamentals of private equity and venture capital.
• Engaged in comprehensive learning modules.

Jan 2024 – Apr 2024 · 3 mos · Remote

• Conducted equity research on banking and finance sector companies.
• Performed fundamental analysis to evaluate company performance and market trends.
• Managed a stock portfolio, achieving a return of over 25% within 3 months.

Feb 2024 – Apr 2025 · 1 yr 2 mos

• As the founder of Finwizarrd, I have the following responsibilities:
• Curate and post finance-related content on Instagram, LinkedIn, and YouTube.
• Conduct research to create accurate and informative posts.
• Create and edit educational videos for all the 3 Platforms.
• Foster a community focused on financial literacy through responsive engagement.

Dec 2023 – Jan 2024 · 1 mo · Hybrid

• Managed social media promotions for Yash Foundation, boosting online presence.
• Organized a clothing donation drive to help those in need.
• Effectively fundraised ₹12,000 for the Rural Development Project.