Diversified experience of 17 years as Investment Counsellor & Portfolio Manager with focus on adding value and creating trustworthy relationships with Ultra HNIs & Family offices.Instrumental in Business Strategy Development and leading strategic initiatives. Global Private Banking exposure with work experience in Canada, UK, Sweden, India & China.Volunteer work in financial literacy, education, poverty eradication and gender empowerment.Specialties: Business StrategyPortfolio Management & Investment AllocationProduct AnalysisManager SelectionFinancial PlanningPrivate Client Relationship ManagementPrivate Banking / Wealth ManagementBusiness DevelopmentInternational BusinessMultilingual Skills: Fluent English, Spanish, Hindi, Punjabi; Basic Mandarin
Listed skills include Private Banking, Banking, Investments, Wealth Management, and 17 others.