Spearheading the development and implementation of ithought PMS (Portfolio Management Services).Driving the growth and performance of PMS portfolios, focusing on customized investment strategies tailored to clients' financial goals.Enhancing client engagement and satisfaction through proactive communication and tailored investment solutions.

Growth of the ithought RIA model, including the initiation and expansion of Portfolio Management Services (PMS).Our Non-Resident Indians (NRIs) globally, enhancing ithought’s international footprint.Expanded the client base primarily through referrals, leveraging trusted relationships to grow ithought's financial books.Managed and grew investment portfolios, ensuring consistent performance and client satisfaction

Development of the ithought RIA model across India, focusing on client acquisition in chennai & Bangalore.Successfully increased the client base and built a strong presence for ithought in new regions.Developed and managed mutual fund portfolios, contributing to the growth of ithought's mutual fund books.Provided comprehensive financial planning services, enhancing clients' financial security and investment growth.

Led the branding efforts for ithought, establishing a strong market presence through strategic marketing initiatives.Developed and managed digital content, including blogs, videos, and podcasts, to engage and educate clients.Organized and conducted workshops and roadshows, enhancing brand visibility and expanding client base in chennai.Collaborated with the sales team to drive business growth, meeting potential clients and building long-term relationships.Played a key role in expanding the reach of ithought, resulting in a significant increase in client acquisition and retention.