Currently steering wealth management strategies at DealPlexus, I integrate my finance-focused PGDM education from the School of Inspired Leadership with a deep dive into alternative investments, Mutual fund and fixed income securities. Our team's efforts are centered on crafting sophisticated wealth solutions that resonate with the dynamic financial landscape.Through certifications in financial markets and planning. I've sharpened my acumen in fixed-income investing, allowing us to present our clients with robust financial decision-making frameworks. With a foundation built on both academic rigor and practical exposure, I am dedicated to the continuous growth of our clients' portfolios and our company's success.
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Wealth AdvisorDealplexusUttar Pradesh, India -
Wealth AdvisorDealplexus Mar 2024 - PresentGurugram, Haryana, India -
Management TraineeFinoability May 2023 - Jun 2023Kolkata, West Bengal, IndiaEquity research and portfolio management are critical roles in the world of finance and investment. As an equity research analyst, the primary responsibility is to analyze and evaluate companies, industries, and market trends to provide valuable insights and recommendations to clients or investment teams. This involves conducting thorough financial analysis, studying company fundamentals, assessing industry dynamics, and forecasting future performance. The ultimate goal is to identify undervalued or overvalued stocks and make informed investment decisions. On the other hand, portfolio management involves constructing and managing investment portfolios on behalf of clients or institutions. Portfolio managers carefully allocate assets, balance risk and return, and continuously monitor and adjust the portfolio based on market conditions and client objectives. -
Campus ManagerMycaptain May 2022 - Jun 2022Delhi, IndiaDuring this internship I got experience in Business development, Marketing and Sales with a focus on Community Building. Generated sales for Rs. 16000 from the campus (Amity University Lucknow). -
Community ManagerNblik Mar 2022 - Apr 2022Greater Delhi AreaResponsible for Sourcing/onboarding writers, assortment planning to ensure that NbliK has a leadership position in identified categories. Responsible for identifying changing reading/writing trends and consequent business opportunities.
Dev Srivastava Education Details
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Finance, General -
St. Basil'S School, Basti
Frequently Asked Questions about Dev Srivastava
What company does Dev Srivastava work for?
Dev Srivastava works for Dealplexus
What is Dev Srivastava's role at the current company?
Dev Srivastava's current role is Wealth Advisor.
What schools did Dev Srivastava attend?
Dev Srivastava attended School Of Inspired Leadership, Amity University Lucknow Campus, St. Basil's School, Basti.
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Dev Srivastava
Seeking New Opportunities | Building Products And Optimising Processes |Product And Ai Integration Across B2B And B2C SpacesPune -
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