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Vinayak Patange

B.Com (Financial Markets) student · Aspiring Financial Planning Professional

Mumbai, Maharashtra, India

@vinayak_patange

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🎓 B.Com in Financial Markets (BFM) at Mulund College of Commerce, Mumbai · Graduating 2027

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About

Bachelor of Commerce in Financial Markets student with a strong interest in financial markets, investment planning, and personal finance. Has experience in academic financial research, technical analysis, event management, and team coordination, with developing knowledge of insurance, risk assessment, mutual funds, and financial planning.

Experience

  • NGO Volunteer
    VV CARING
    2025 – 2025

    Worked with volunteers to organise and support activities at the old-age home. Developed communication, teamwork, and interpersonal skills through volunteering.

Education

  • B.Com in Financial Markets (BFM)
    Mulund College of Commerce
    Financial Markets · 2024 – 2027
  • Senior Secondary (Class XII)
    PM Shri Kendriya Vidyalaya Bhandup
    2023 – 2024
  • CFP Level II
    FPSB India
    2026

Skills

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Mutual Funds Risk Management Event Management Financial planning Technical Analysis Insurance Planning Investment Analysis Research and Analytics

Tools / apps / platforms

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Canva Microsoft Excel

Projects

  • A Study on Low Participation of Middle-Aged Individuals in the Stock Market

    Analysed the factors influencing low stock market participation among middle-aged individuals, including risk perception, financial literacy, and investment preferences.

  • Awareness of SEBI/RBI Regulations on Derivatives Trading Among Retail Investors

    Ongoing study of retail investors' awareness of regulatory guidelines and their perception of derivatives as risk-management and investment instruments.

  • Role of Risk Management and Insurance Planning in Personal Financial Planning

    Studied the importance of risk assessment, insurance planning, and income protection in achieving an individual's long-term financial goals.

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