Charmi Shah | Notion

GrowthX Cohort 10 | Building Wealth1 | Ex-PMS AIF World | Content, Research, and Analysis

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Experiences

Build Wealth1 from scratch - India’s most transparent website in the space of Alternates
At PMS AIF World, lead the planning, management, and execution of 4 Virtual Confluences of India’s Top Fund Managers, so far. Interacted 1:1 with thought leaders like Raamdeo Agrawal, Rajesh Kothari, Radhika Gupta.
Started a financial podcast, Economically Yours, just because I was bored [read: unemployed]. Approached & interacted with veterans like Nalin Moniz, Lakshmi Iyer, Prashant Desai.
Was a part of the 5-member Core Committee responsible for organizing the Dalal Street Lit Fest Exchange, in 2018 & 2019. Managed the Fest end-to-end, including getting on board The Indian Ocean when Local Train cancelled just few days before the event.

Skillset

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⚡️ Proof of work

Transparency, Accessibility, and Functionality of Data on the Home Page of https://www.wealth1.com/
Analyzed data & created campaigns for India’s Biggest Virtual Confluence of PMS & AIF Managers & audience count increased by more than 50% vis-a-vis previous event.
Co-built the proprietary QRC [Quality, Risk, Consistency] Analysis Framework for PMS AIF World.
Economically Yours ranked #52 in Apple Podcasts [India] in Feb 2021.

🛠 Tools

Tradingview

Have been practising charting & technical analysis on this tool since 2+ years. Built indicators as well that have helped generate 200%+ returns!

MS Excel

Worked upon different valuation models in 2019. Also, currently using Excel for analyzing 200+ PMSs.

Wordpress

Being associated with a startup, took responsibility of making li’l changes on the website [as & when required] when the developer went MIA without any notice.

Photoshop / Premiere Pro

Learnt the basics of both for making creatives & editing videos for my personal podcasts & company webinars.

MailChimp / Zoho Campaigns

Extensively used these tools for marketing the Analysis Framework & driving registrations for the Confluences talked about, above.

Anchor

Go-to app for Podcast hosting, bits of editing, and distribution channels.

🎁 The most interesting thing about me

I love brewing [and experimenting with] different types [roasts, type, estate, variety, flavours] of coffee- I spend about 1/3rd of my earnings on coffee & coffee related equipments & accessories. Dream to have my own coffee bar someday! 😎