Management Trainee - Wealth Management
Current• Portfolio Management: Managing portfolios for 40+ high-net-worth clients, overseeing a total wealthof more than ₹550 Crores• Cross-functional Collaboration: Coordinating with multiple teams to implement financial solutions,achieving returns of 12-18% based on client risk preferences.• Financial Analysis and Reporting: Collaborated on multiple industry reports, conducting meticulousresearch, using financial models, and performing channel checks.• Investment Planning: Demonstrated skills in financial market navigation, offering services ininvestment planning across diverse asset classes and specializing in tax optimization.
May 2024 - Present
