Simrit Gulati
About Simrit Gulati
Simrit Gulati is an Analyst with a diploma in Computer Applications and a Bachelor of Commerce in Finance and Investment. She has experience in providing financial guidance and managing complex portfolios, having previously interned at KPMG India and currently working at KPMG Global Services in the United Kingdom.
Work at KPMG India
Simrit Gulati worked at KPMG India as an intern in 2020 for a duration of eight months. During this internship, she gained practical experience in the financial services sector, contributing to various projects and initiatives. This role provided her with exposure to KPMG's methodologies and practices, enhancing her understanding of investment and risk management.
Current Role at KPMG Global Services
Simrit Gulati is currently employed as an analyst at KPMG Global Services (KGS) in the United Kingdom. She has been in this position since 2021. In her role, she utilizes her financial and technical skills to support business development efforts and contribute to strategic initiatives within the organization.
Education and Expertise
Simrit holds a Bachelor of Commerce (BCom) degree in Finance and Investment from Christ University, Bangalore, which she completed from 2018 to 2021. Additionally, she possesses a diploma in Computer Applications, which complements her financial knowledge with technical skills. Simrit has also cleared the CFA Level 1 examination, indicating her proficiency in investment management and financial analysis.
Background
Simrit Gulati completed her high school education at GEMS Cambridge International School in Hoshiarpur, where she achieved a High School Diploma. Her educational background laid the foundation for her career in finance and investment, equipping her with essential skills for her future roles.
Skills and Competencies
Simrit possesses strong business development skills alongside financial acumen. She is experienced in providing investment, risk, and regulatory guidance to high net worth families, showcasing her expertise in managing complex financial portfolios. Additionally, she is skilled in project evaluation and feasibility studies, demonstrating her ability to assess and implement viable business projects.