What I cherish the most about my LinkedIn journey isnโt the numbers, it is the amazing people I have met here.
One such person is Shivani Chopra, CFA a Wealth Manager at Truemind Capital
Hereโs how LinkedIn made this friendship possible:
โข I met Khyati Mehta, CFA during my pro-bono Excel sessions
โข Though she lives in Mumbai like me, weโve never met ๐คฃ
โข Through Khyati I got introduced to Shivani in Delhi – someone I now meet often during my Delhi trips.
I vividly remember, Shivani referred me to an edtech training startup Finocontrolยฎ
Despite their usual requirement of CFA charter for trainers, they made an exception for me because of her strong recommendation.
Thatโs how referrals and networking truly work!
And just yesterday, she reached out with a job opening where I couldโve received an offer without an interview.
But since Iโm happily committed at Kroll, Iโm sharing it with my LinkedIn community instead.
๐๐ผ๐ฏ ๐ข๐ฝ๐ฒ๐ป๐ถ๐ป๐ด: Research Analyst (Global Investment Research, Advisory & Financial Planning)
Company: Truemind Capital (SEBI-registered RIA)
๐๐ผ๐ฐ๐ฎ๐๐ถ๐ผ๐ป: ๐๐ฒ๐น๐ต๐ถ ๐ก๐๐ฅ
๐๐น๐ถ๐ด๐ถ๐ฏ๐ถ๐น๐ถ๐๐:
โข CFA Charterholder / MBA (Finance) / CA
โข 2 – 6 years of experience in Investment Research, Wealth Management
๐ฅ๐ผ๐น๐ฒ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
โข Conduct research on mutual funds, equities, ETFs, and global products
โข Track global markets and macro trends for timely insights
โข Support advisors in portfolio construction and reviews
โข No product sales targets โ focus purely on research quality
โข Work directly with founders from IIT, CFA, and CFP backgrounds
A few days back, I had shared about my investment & mutual fund journey.
Shivani generously spent hours with me, guiding & helping me plan my investment strategy.
Since not everyone gets that privilege, she has also recorded a podcast on Mutual Funds. ๐๐ผ๐บ๐บ๐ฒ๐ป๐ โ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐โ ๐ถ๐ณ ๐๐ผ๐โ๐ฑ ๐น๐ถ๐ธ๐ฒ ๐๐ต๐ฒ ๐น๐ถ๐ป๐ธ.
๐ ๐ฒ๐ฒ๐๐๐ฝ: ๐๐น๐๐ผ, ๐ ๐๐ถ๐น๐น ๐ฏ๐ฒ ๐ถ๐ป ๐๐ฒ๐น๐ต๐ถ ๐ณ๐ฟ๐ผ๐บ ๐ญ๐ฏ๐๐ต ๐๐ผ ๐ฎ๐ฌ๐๐ต ๐ฆ๐ฒ๐ฝ๐.
If youโd like to catch up, DM me on WhatsApp (number in the bio) or join the group below:
https://lnkd.in/dtUwnASY
๐ง๐ผ ๐ฎ๐ฝ๐ฝ๐น๐ ๐ณ๐ผ๐ฟ ๐๐ต๐ฒ ๐ท๐ผ๐ฏ ๐ฟ๐ผ๐น๐ฒ, DM Chinmaya or Shivani
(if you personally know us esp. ex-students etc) or
Best email your resume with a cover letter toย connect@truemindcapital.com
and give reference to this post in the email body.
Hope someone from my network get this amazing opportunity!
#ChinmayaAmteExcel #Networking #FinanceJobs #DelhiMeetup | 35 comments on LinkedIn
Originally posted on LinkedIn.
