•Management of Wealth of HNW (High Net Worth) individuals and advising them on various assets like PMS's, AIF's, Structured products, Insurance etc.. and its allocation in portfolio.•Creation of customized portfolios for clients depending on risk profile, age, market and financial goal.•One point contact for all banking and investment requirements of HNW clients.•Acquisition of clients from branches and other sources.

Equity Research Intern•Researched various economic factors and industry regulations affecting the banking sector in India.•Conducted fundamental analysis of banks using their financial statements and other research reports to understand their business performance and financial health •Assessed the equity valuation of banks using residual income model and projected P/BV and P/E values•Discerned various management strategies and inculcated the same in the fundamental… Show more Equity Research Intern•Researched various economic factors and industry regulations affecting the banking sector in India.•Conducted fundamental analysis of banks using their financial statements and other research reports to understand their business performance and financial health •Assessed the equity valuation of banks using residual income model and projected P/BV and P/E values•Discerned various management strategies and inculcated the same in the fundamental analysis to estimate its impact on the valuation of the banks•Conducted relative valuation using various multiples and ratios with banks of similar operations and size. Show less

•Handled Invoice Preparation for various clients in sectors like Construction, Shipyard, Signage’s, Refineries etc.•Managed Bookkeeping and handled various voucher books in the organization•Coordinated with clients and vendors about their payments and receipts •Managed the Requisition Process in the company and the Salary Grievances of employees