Arhan Shah

Summer Intern @ 360 ONE Wealth

About

I bring hands-on experience in wealth management and international trade. I've previously interned at IIFL Wealth Management, supporting portfolio analysis and client advisory for HNWIs, and at AS Export, where I gained exposure to B2B operations, CVD diamond markets, and global trade compliance.I'm passionate about the intersection of finance and technology, with skills spanning Excel, Powerpoint, Java, Tableau, and financial modeling tools. I currently seek opportunities in equity research, investment management, and capital markets where I can apply my analytical skills and global perspective. Beyond finance, I bring a diverse background, from performing as a trumpeter with the Youth Symphony Orchestra of India to participating in numerous Martial Arts.

Country

United States

City

Boston

Industry

Financial Services

Skill

Corporate Finance, Financial Risk Management, Financial Analysis, Financial Reporting, B2B Strategy, Trade Compliance & Regulatory Frameworks, Gemstone Valuation, Portfolio Analysis, Customer Relationship Management (CRM), Financial Planning, KYC, Market Research, Python (Programming Language), Java, Wealth Management, Macroeconomics, Marketing, Entrepreneurship, Machine Learning, RStudio

Experience

Summer Intern

360 ONE Wealth

2023-6 - 2023-8 · 3 mos

Mumbai, Maharashtra, India

Supported portfolio assessments for High Net-Worth Individuals (HNWIs) by gathering and analyzing investment data, tracking asset performance, and monitoring market trends. Assisted senior advisors in client relationship management and financial planning by preparing meeting materials and presentations. Ensured regulatory compliance by accurately documenting KYC processes and maintaining client records in accordance with Indian financial regulations.

Summer Intern

AS Export

2022-6 - 2022-8 · 3 mos

Mumbai, Maharashtra, India

Analyzed B2B operations within the jewellery export industry, evaluating market trends and competitive positioning in the CVD diamond market to support pricing and market entry strategies. Assisted in preparing client presentations and business reports using data analysis to inform decision-making. Developed knowledge of global trade compliance, ethical sourcing regulations, and gemstone valuation principles including cut, clarity, color, and carat weight.

Product Development Intern

Young Entrepreneurs Academy (YEA!)

2021-8 - 2021-9 · 2 mos

Mumbai, Maharashtra, India

Completed the Young Entrepreneurs Academy (YEA!) program, an intensive entrepreneurship course where I developed and pitched a sustainable product concept: Blue Taps, a water-flow control tap system designed to minimize waste. Used SolidWorks to build 3D CAD models, constructed prototypes for testing, and managed the project end-to-end from ideation to final presentation, coordinating with suppliers and stakeholders throughout.