Having successfully cleared the Chartered Financial Analyst (CFA) Level 3 examination, and holding a Bachelor’s degree in Business Administration.
Janvi brings a strong foundation of accounting and wealth management. She is a skilled financial professional with a proven track record of driving superior performance and delivering results in dynamic environments.
Notably, Janvi has had the privilege of working with a prominent US-based hedge fund client with assets under management (AUM) exceeding $50 billion.
Professional Skills
Projection Analysis
88%
10 Years Of Experience
75%
Supplemental Skills
95%
Awards
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The purpose and primary objectives.
The goods or services offered by the business.
The hierarchy and roles within the business.
Sources of funding and investment strategies.
How We Work
Guiding Your Financial Success
Clear Goals
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Communication
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Responsibilities
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Trust and Respect
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