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arkamukherjee08

Arka Mukherjee

@arkamukherjee08

Wealth Manager Financial Planner

India
English, Hindi, Bengali
About me
i'm a Self Employed SEBI licensed Wealth Manager and IRDAI certified Investment Consultant. I've been Working as self employed wealth manager for last 9 years. Also I do Tax planning, Financial Modeling, Risk Assessment and Equity and sector analysis.... Read more

Skills

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arkamukherjee08
Arka Mukherjee
Offline • 

See my services

Financial Modeling
I will financial planning, financial modelling, investment analysis, tax planning,
From$20 / projectMore details

Work experience

Self_Employed

Wealth Manager

Self Employed • Self-employed

Nov 2017 - Present • 8 yrs 6 mos

I got licensed from SEBI and started as MFD and tax consultant manages people's portfolio. with goal based planning as Investment Advisor. Also got IRDAI licence to be an Investment Consultant. Manage over 50 plus clients portfolio. AUM over 35 crores and 2 time MDRT gold qualifier for HDFC life agency. Also have excel based quantitative model to analysis finance report and fundamental analysis sector and economy based reports. SEBI licensed Research Analyst .

FIFA

VIK Manger Marketing

FIFA • Full-time

Jul 2017 - Oct 2017 • 3 mos

During Fifa U17 world cup India I was VIK manager of Marketing for Kolkata venue. My job was to deal with Brands like Coca Cola and Adidas along with the visiting team and process the work through vendors and volunteers.

Senior Relationship Manager

IDBI federal Insurance • Full-time

Jun 2014 - Mar 2017 • 2 yrs 9 mos

Joined as a freshers after completing graduation in junior relationship manager. My job was to sell life insurance to PCG. Eventually Promoted to Senior Relationship Manager where my job was to mangae 5 junior analyst and 10 insurance agent.