Senior Manager - Wealth Advisory
Karvy Middle East
Total years of experience :8 years, 3 Months
• Providing wealth management solutions to the high net-worth individuals with Comprehensive Financial Planning.
• Offering a suit of specialised services, including access to a wide range of products for investment, research backed solutions, customised solutions and facilitation of opening NR focussed accounts.
• Providing opportunities to our International Business Clients through an extensive array of investment options in equity, debt, international funds, commodities and insurance & Real Estate that will strengthen their portfolio.
Providing wealth management solutions to the high net-worth individuals.
Working on investment management and portfolio Advisory services for corporate and retail clients through different Channels like corporate remisars, Franchise, direct remisars, Management trainees’ etc. Primarily focusing on insurance, commodities, mutual funds, Demat & Equity and structured Portfolio Management products.
• Completed two year full time Post Graduate Program in Planning and Entrepreneurship (FW/06-08) from The Indian Institute of Planning and Management (IIPM), New Delhi, leading to Masters in Business Administration from International Management Institute, Belgium with dual Specialization in finance & marketing.