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Flag of India Amravati, India
Member since August 11, 2019
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Warm Greetings!!! With 3 years of Articleship as required in Chartered Accountant course and 9 years of experience in Capital Markets (Sales and Operation), System Analysis, possess expertise in Designing, Developing and Implementing Investment Processes and Evaluating outcomes with various aspects of Money to Wealth. My Strength lies in areas: Financial Planning, Business Development, Team Leadership, Income Tax, Financial Analysis, Time Management, Investment Research, Accounting and Book Keeping. My Education (MBA – Finance) makes me Confident with my abilities to meet expectation and would welcome an opportunity. Thanking you for your consideration. Sincerely, NIKHIL TAWARI
$15 USD/hr
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Financial Planner and Investment Consultant

Apr 2013

Marketing Planning, Financial Planning, Financial Analysis, Insurance Management, Mutual Fund Analysis, Mutual Fund Distribution

Senior Manager

Apr 2010 - Mar 2013 (2 years)

Marketing Plan and Execution, Compliance in Share Market, Team Management, Wealth Advisory, Financial Planning, Company research data gathering, Financial Analysis

Risk Executive to Team Manager

Jan 2004 - Mar 2010 (6 years)

Business Development, Team Management, Time Management, Sales for Brokerage, Risk Policies and Implementation,

Article Clerk - Book Keeping and Income Tax

Jun 1998 - May 2001 (2 years)

Accounts writing on tally for Individual , firms and company on Tally. Individual Income tax


Bachelor in Commerce

1995 - 1998 (3 years)

MBA (Fin.)

2001 - 2003 (2 years)


NISM Certificate for Derivative Module (2007)

NSE Institute of Securities Management

As required for Derivative Trading in Share Market

NISM Certificate for Mutual Fund Distribution (2018)

NSE Institute of Securities Management

As required to distribute Mutual Funds Products


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