Debendra Das

Debendra Das Email and Phone Number

Assistant Vice President @ Anand Rathi Share and Stock Brokers Ltd
India
Debendra Das's Location
India, India
About Debendra Das

A "No Product" affiliated Financial Adviser with almost 4 years in the Financial Advisory Industry.I help aspiring individuals and families to think big! Money may not be the end all but I truly believe it is a great enabler!As a Financial Adviser, my aim is to help clients create significant wealth by taking a comprehensive and practical approach while being sensitive to their requirements and needs.My growing skill set includes specializing in:- Personal Risk Management- Wealth Creation- Mutual Funds- Goal Based Planning- Tax and Succession PlanningSo if you would like to, as I say it "Make your money outlast you", feel free to drop in a message at +91-9819544022

Debendra Das's Current Company Details
Anand Rathi Share and Stock Brokers Ltd

Anand Rathi Share And Stock Brokers Ltd

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Assistant Vice President
India
Debendra Das Work Experience Details
  • Anand Rathi Share And Stock Brokers Ltd
    Assistant Vice President
    Anand Rathi Share And Stock Brokers Ltd
    India
    View
  • Nuvama Wealth
    Program Manager
    Nuvama Wealth Nov 2019 - Present
    Mumbai Metropolitan Region
    As Program Manager for the Pan India Affluent Wealth Management Services, I am responsible for:1. Increasing efficiency through data analytics2. Update and Upgrade team knowledge on Financial Markets 3. Streamlining client servicing processes4. Ideating new investment strategies to match dynamic industry and client requirements
    View
  • Edelweiss Financial Services
    Preferred Relationship Manager
    Edelweiss Financial Services Oct 2018 - Nov 2019
    Mumbai Area, India
    View
  • Plan Ahead Wealth Advisors Pvt Ltd - Add Meaning To Your Finances. Add Time To Your Life™
    Relationship Manager
    Plan Ahead Wealth Advisors Pvt Ltd - Add Meaning To Your Finances. Add Time To Your Life™ Jan 2017 - Sep 2018
    Mumbai, Maharashtra, India
    View
  • Kalptaru Wealth Solutions
    Financial Planner
    Kalptaru Wealth Solutions May 2015 - Oct 2016
    Mumbai Area, India
    As a Financial Life Planner, I strive to help my clients achieve "Financial Freedom". With expertise in the fields of mutual funds, insurance and personal taxation among the many skill sets acquired, I endeavor to enable people to be financially stress free so that they can live out a fulfilling and wholesome life.Key Responsibilities:Charting Comprehensive Financial Plans for clients while paying utmost attention to their personal and financial requirements.Understanding of various financial products. Particular grasp of Mutual Funds and Insurance products, especially Life and Health Insurance products.Responsible for driving client acquisitions.Role of Social Platform development.Acquiring Corporate Clients for Employee Engagement Initiatives and conducting seminars for the same.

Debendra Das Education Details

  • Lords Universal College
    Lords Universal College
    A

Frequently Asked Questions about Debendra Das

What company does Debendra Das work for?

Debendra Das works for Anand Rathi Share And Stock Brokers Ltd

What is Debendra Das's role at the current company?

Debendra Das's current role is Assistant Vice President.

What schools did Debendra Das attend?

Debendra Das attended Lords Universal College.

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