Komal Pundir

EDUCATION
Masters (M.COM)
Indira Gandhi National Open University
2019-2021

Bachelors {B.Com (Honors)}

Delhi University
2015-2018

EXPERIENCE
Team Leader
(Feb 2023-Present)
Badshah Broking Ltd.

 Assisting clients in the purchase and sale of stocks

 Managing and monitoring investments on behalf of clients
 Helping clients with tax and estate planning services
 Analyzing clients' financial goals and assets allocation
CONTACT
 Examining clients existing investment portfolios and suggesting
PHONE: improvements
8595226190  Helping develop effective strategies to increase overall wealth
 Managing assets and setting up investments for clients
LinkedIn  Coordinating with other Financial Planners to meet client’s goals
 Monitoring the performance of investments done by clients
https://www.linkedin.com/in/komal-  Helping resolve any financial issues and other legal complications with
chauhan-24b86b246/ investments
 Assist with matters related to fees and billings, invoicing, budgets
EMAIL: and ensure efficient team communications and support to maintain
komalsudesh17@gmail.com client relationships
 Perform non-technical planning and organizational tasks for
the respective account aligned.

SKILLS
 MS Excel
 MIS & Reporting
 Excellent Communication Skills
 MS Office

PERSONAL DETAILS

Date of Birth: 17 December 1998

LinkedIn
https://www.linkedin.com/in/komal-chauhan- 24b86b246/

Languages English, Hindi

Known:
Email ID: Komalsudesh17@gmail.com
Contact 8595221690
Number:
Address: T 2 Jor Bagh Palika
Complex New Delhi
110003
Komal Pundir
M.Com &
B.Com(Honors)
+91-8595221690
Komalsudesh17@gmail.com

ACADEMIC QUALIFICATIONS

Degree/ Examination Institution/University Year of

Passing
M.COM Indira Gandhi National Open University 2021

B.Com (Hons.) Delhi University 2018

XII (Commerce) Apex Public School 2015

X Apex Public School 2013