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Financial Planning & Investment Analysis

Neha Chhangani - PeerSpot reviewer
Business Analyst at a startup based organization
500 people affected
9 people managed
0 month project

Project Description

This project focuses on analyzing personal and market-level financial data to support better financial planning and investment decisions. It includes budgeting analysis, risk assessment, portfolio diversification strategies, and evaluation of various investment instruments such as mutual funds, stocks, and fixed-income assets.

Highlights

Under budget
Support from colleagues

Difficulties

Management had to be convinced
Steep learning curve
  • Pune (IN)18.519673.8553