YOGESH  R

FINANCIAL CONSULTANT

YOGESH R

OBJECTIVE

Turning financial goals into achievable results through careful planning, market analysis, and tailored financial strategies. Focused on building sustainable wealth, managing risks, and creating a secure financial future for every client.

EDUCATION

SCHOOL EDUCATION

I have succesfully completed my school education  in 2024 with 84% in Grade12

PURSUING DEGREE

BE.Computer Science and Engineering

Annamalai  University

2024-2028

TECHNICAL SKILLS

MICROSOFT EXECL

DATA ANALYSIS

POWER BI

  • MICROSOFT EXCEL 85% 85%
  • DATA ANALYSIS 90% 90%
  • POWER BI 92% 92%

CORE SKILLS

FINANCIAL  PLANNING

RISK MANAGEMENT

MARKET REASEARCH

 

  • FINANCIAL PLANNING 100% 100%
  • RISK MANAGEMENT 90% 90%
  • MARKET REASEARCH 85% 85%

SOFT SKILLS

ANALYTICAL THINKING

PROBLEM SOLVING

COMMUNICATION SKILLS

  • ANALYTICAL THINKING 95% 95%
  • PROBLEM SOLVING 90% 90%
  • COMMUNICATION SKILLS 90% 90%

     Smart Financial Planning for a Secure Future

DATA-DRIVEN INSIGHTS & REAL RESULTS

Leveraging financial analysis and market research to identify opportunities, optimize portfolios, and support.

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BUILDING WEALTH THROUGH SMART STRATEGIES

 

Transform your financial goals into achievable results with data-driven insights, risk management, and long-term investment planning

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YOUR TRUSTED PARTNER IN FINANCIAL GROWTH

 

Providing strategic guidance, investment expertise, and innovative financial solutions to help you build a stronger financial future

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EXPERIENCE

During my internship at Thooya Vortex Pvt. Ltd., I worked on web design and SEO projects, gaining practical experience in creating responsive websites, improving user experience, optimizing web content for search engines, and enhancing overall website performance. This experience strengthened my technical, analytical, and problem-solving skills in the digital domain.

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EXPERIENCE

Financial Research Experience
Performed comparative analysis of stocks and market sectors.
Tracked financial market trends and investment performance.
Developed basic financial forecasting and budgeting models.
Prepared reports summarizing market insights and findings.

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EXPERIENCE

Finance & Data Analytics Enthusiast
2025
Actively studying financial markets, investment concepts, and personal finance strategies.
Conducting independent research on stocks, market trends, and economic developments.
Developing analytical skills through academic coursework and self-learning.
Creating financial and data analysis projects using Microsoft Excel

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Frequently Asked Questions

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How do you analyze investment opportunities?

Investment opportunities are evaluated using financial data, market trends, risk analysis, and performance metrics.

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How can financial consulting help me achieve my goals?

Financial consulting helps identify opportunities, manage risks, and create strategies aligned with your financial objectives

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What makes a successful financial strategy?

A successful strategy balances growth, risk management, diversification, and long-term objectives.

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Do you offer personalized financial guidance?

Yes, recommendations are tailored to individual goals, risk tolerance, and financial circumstances.

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What financial consulting services do you provide?

I provide financial analysis, investment research, portfolio planning, risk assessment, and data-driven financial insights.

Get STarted With A Free Consultation

Providing expert guidance for smarter financial planning and investment decisions.
Leveraging analysis, research, and strategic thinking to uncover opportunities.
Empowering clients to achieve financial stability and future growth

Phone

+91 8438948730

Email

finac817@gmail.com

LOCATION

4D,Park Avenue,kollidam,609102

PUBLICATIONS

2026 Investment Outlook
Smart Wealth Building Guide
Market Trends Report
Personal Finance Handbook
Tax Saving Strategies 2026

FINANCIAL EVENTS ATTENDED
Local Chapter

Events

Regional
FPA National
Past Events