1. Financial Consultant :- Understand the overall strategy of the firm with respect to each asset class including Equity, Debt, and Alternative Investments and further update understanding through secondary research on asset classes and specific financial products- Formulate and regularly update the asset allocation plan and investment templates - Meet various fund managers and evaluate new products offered by them.2. Marketing Communications:- Designing of the website… Show more 1. Financial Consultant :- Understand the overall strategy of the firm with respect to each asset class including Equity, Debt, and Alternative Investments and further update understanding through secondary research on asset classes and specific financial products- Formulate and regularly update the asset allocation plan and investment templates - Meet various fund managers and evaluate new products offered by them.2. Marketing Communications:- Designing of the website and external communication brochures. Show less

1. Product Associate for Family Office:- Key role involved restructuring of portfolios of ultra-high net worth clients and aligning their investment objectives, horizon and risk capacity with that of the market environment. - Mutual Fund evaluation involved taking into consideration maturity profile, credit risk and credit rating profile, sensitivity analysis, alphas, historical data and meeting fund managers.- Equity research and analysis involved top-down as well as bottom-up… Show more 1. Product Associate for Family Office:- Key role involved restructuring of portfolios of ultra-high net worth clients and aligning their investment objectives, horizon and risk capacity with that of the market environment. - Mutual Fund evaluation involved taking into consideration maturity profile, credit risk and credit rating profile, sensitivity analysis, alphas, historical data and meeting fund managers.- Equity research and analysis involved top-down as well as bottom-up approaches for stock picking along with ratio analysis and in-house recommendations. - Dealt with various other third party avenues in the AIF and Structured products domains. 2. Marketing Communications:- Designed and executed the weekly financial newsletters for internal and external clientele. - Led the content writing and editing team in developing accurate and insightful content for the annual India Wealth Report (2015) - Assisted in devising new social and digital strategies to create awareness for the India Wealth Report. Show less

- Created awareness of Family Office among potential ultra high net-worth individuals through in-person meetings.- Analysed the different investment strategies currently used by the HNIs and also build an understanding of their expectations.- Prepared a detailed report and presented my findings to the board which helped them customise their offerings to the HNIs.

- Analysed the global and local macroeconomic news, which could affect various industries and presented the same to the traders for investment decisions.- Part of the market summary team that released daily reports to help clients keep their portfolios aligned with the financial and economic scenario.