Responsible for building the investment practice for Emerging HNIs and Ultra HNIs in India.

Designing & building advisory logics for the platform to be implemented through product and goal based journeys.Creating the direct equity journey, detailed analytical dashboards and engagement tools.

• Manage portfolios of key Ultra HNI Clients (>$5 Mn) of the firm across India with total AUM in excess of $500 Mn• Build clients’ portfolio through investment products such as Mutual Funds, PMS, Bonds, Structures etc.• Understand the risk profile, return objectives and cash flow requirements of clients and suggest a suitable financial plan• Continuously meet prospects, build existing relationship and advice on large treasury mandates• Periodically meet existing clients to monitor and execute portfolio strategy across asset classes such as Equity and Debt• Debate the overall strategy basis market intelligence and identify products to execute in client portfoliosFocussing on key digital initiatives for investment products

Project on introducing new banking products under a satisfactory risk framework to harness existing relationships and capitalize on new business opportunities.Build existing and new relationships for better business opportunities in Commercial Banking divison.

Modelled, created and launched the BSE Greenex, a carbon efficiency index at the Bombay Stock ExchangeA working paper for the MCA, on improving energy disclosure norms for Corporate India.Research on investment opportunities for green investing.Comparative analysis of BSE-100 vs top Fortune 500 companies on carbon efficiency and financial performance.

Selected as part of the 7 member "Pilot Batch" of the Protiviti Knowledge and Innovation Center (PKIC), which is a cross functional team leading various strategic, marketing, thought leadership and methodology initiatives for Protiviti worldwide and responsible for execution of various projects in these areas, with an end objective of adding value to customers, both internal and external.