1. AsishPatra
Contact No.7032245387, 9090262610 Email Id: asishpatra29@gmail.com
Career Vision: A career in a financial services company where I can contribute my analytical and
forecasting skills and enrich my professional knowledge and experience.
Academic Records
College/School Board/University Year of
Completion
CGPA/
%
PGDM VignanaJyothi InstituteOf
Management
Autonomous 2017 7.5
(Till III
term)
B.Com Buxi JagabandhuBidyadhar
(Autonomous)College
Utkal University 2015 51.3%
12th
Class Delhi PublicSchool,Kalinga CBSE 2012 76.8%
10th
Class Delhi PublicSchool,Kalinga CBSE 2009 80.4%
Internship Experience: As an intern at Edelweiss Capital Limited, I worked on the financial planning
module that is to be introduced by the company.
(The detailsare providedinthe Annexure)
Other Projects
 A detailedstudyonthe demandandsupplyforcesof Gold.
 Analysisof annual reportsof Tata Powerltd.
Accomplishments
 Was elected the Secretary of AthleticClubforthe session2012-13 inGraduationCollege and
conductedsportsmeetforthat year.
Certifications
 “International BusinessSimulation”
 “National Conference”onMake inIndiaby industryexperts
 Participation in“Samanvay”B-School festof SSIM
 EGADE BusinessSchool’scourse on“AdvancedInternationalBusinessManagement”

2. Technical Skills
 Tally ERP9
 MS-Office (Word, Excel, Power Point)
Hobbies
 Ping Pong
 Cooking
Personal Details
Full Name Asish Patra
Date of Birth 20-01-1993
Gender Male
Marital Status Single
Father’sName U. KureshuPatra
Language Known English,Hindi,OdiaandTelugu
Postal Address Plot no. 930, Madhusudan Nagar,
Bhubaneswar. Pin-751001

3. Annexure
Title: Financial Planning of Individuals
Organization: Edelweiss Capital Limited, Bhubaneswar
Period: 2 months (April- June 2016)
Objective
 To prepare a Financial Planning report model
 To prepare a data collection sheet for the service that Edelweiss is planning to provide
 Analysis of different software to find out the advantages of each
Synopsis
At firstI hadto understandthe productand itsfeature.The componentsandthe instruments used. The
knowledge which gained was immense. Then the competitors move was to be judged, I analyzed the
features of the same product that was offered by others. I Collected data sheet of the companies and
also availed for the financial planning for the companies that provide for free. I also availed a trial
software for Financial Planning that is being used in The US.
Conclusion and Recommendation
The competitorsof the companyprovide the service forfree;if afee is charged then they might not opt
for the service.Itwill boosttheirrevenue andinturnthe commissionsinotherof theircore serviceslike
stock broking, mutual funds etc.
Learning’s
 Practical exposure to client acquisition and identification of HNI’s.
 Apart from the regular finance internship I even got a chance for recruitment process. The
studentsfromthe B-Schoolsof Bhubaneswarcame forinternship and I got a chance be the part
of the recruitment of the interns.
 I learned to take lead and realized that first mover advantage exists.