Anil Ravi Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

Bengaluru, Karnataka, India

Wealth Management Advisor for HNI, UHNIs and Corporate Treasuries

Bengaluru, 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.

Bengaluru 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.

Chennai, Tamil Nadu, India

Worked 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

Cfa Level 3 Candidate, Finance, General

Master'S Degree, Auditing