Anil Ravi personal email
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As a Manager at InCred Wealth, I provide wealth management services to High Net-Worth and Ultra-High Net-Worth Individuals and Corporates. I have over 7 years of experience in the finance industry, working with various asset classes, investment strategies, and financial tools., and I am a CFA Level 3 Candidate. I have a strong background in investment research, portfolio accounting, and treasury management, having worked with leading firms such as INDmoney, O3 Wealth & Asset Management, and International Money Matters. I have developed and executed multiple financial plans, model portfolios, and investment recommendations for my clients, helping them achieve their financial goals and optimize their returns. I have also leveraged my analytical and technical skills to identify new investment opportunities. My core competencies include financial advisory, wealth management, investment research,and portfolio management. I am passionate about the financial markets and constantly learning new skills and techniques to enhance my expertise and deliver value to my clients.
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Wealth ManagementIncred WealthBengaluru, Ka, In
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ManagerIncred Wealth Mar 2023 - PresentBengaluru, Karnataka, India
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Financial Planning ManagerIndmoney Feb 2022 - Feb 2023Bengaluru, Karnataka, IndiaWealth Management Advisor for HNI, UHNIs and Corporate Treasuries -
Research AssociateO3 Wealth & Asset Management Oct 2020 - Jan 2022Bengaluru, Karnataka, India• As a part of the research and advisory team at thrive, my responsibilities include- construction of asset allocation mix for clients, creating model portfolios and identifying new investment opportunities for clients.• Researching on multi-asset class portfolios ranging from equity, debt and commodities. • Frequent interactions with clients to understand their requirements and prepare investment recommendations accordingly• Preparing financial plans to ensure their financial goals are met by taking the least amount of financial risk in their portfolios. -
Senior Executive - Portfolio AccountantInternational Money Matters Pvt Ltd Nov 2018 - Sep 2020Bengaluru Area, India- Involved in providing detailed financial product recommendation on Mutual Funds,Direct Equity, FDs & Bonds, PMS Products, Insurance, Tax Advisory, and Estate Planning.- Held credibility for an end to end customer service of high net worth individuals andassisting the Relationship Manager in maintaining healthy client relationships.- Conducted regular review and analysis on client portfolios.- Achieved customer service objectives to a good level by contributing customer serviceinformation and recommendations to strategic plans and reviews. -
AssistantCa Firm Apr 2015 - Sep 2018Chennai, Tamil Nadu, IndiaWorked in the of Internal Audit, Statutory Audit, Accounting and Taxation .- Conducted internal audits of listed companies independently, while adhering to management SOPs- Conducted tax audits of various unlisted companies independently.- Filed more than 100 income tax returns for individuals, unlisted companies and partnership firms
Anil Ravi Skills
Anil Ravi Education Details
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Cfa InstituteFinance, General
Frequently Asked Questions about Anil Ravi
What company does Anil Ravi work for?
Anil Ravi works for Incred Wealth
What is Anil Ravi's role at the current company?
Anil Ravi's current role is Wealth Management.
What is Anil Ravi's email address?
Anil Ravi's email address is re****@****ail.com
What schools did Anil Ravi attend?
Anil Ravi attended Cfa Institute, The Institute Of Chartered Accountants Of India.
What skills is Anil Ravi known for?
Anil Ravi has skills like Microsoft Office, Portfolio Management, Finance, Microsoft Excel, Financial Advisory, Financial Analysis, Investments, Financial Planning, Financial Services, Mutual Funds, Equities, Wealth Management.
Who are Anil Ravi's colleagues?
Anil Ravi's colleagues are Jyothilakshmi Kalmadi, Shrungesh Kambli, Lalita Mistry, Gopisetty N S, Ankush Kasrekar, Ratna Poojari, Mridula Mishra.
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