• Worked with the Director to collaborate with developers for residential projects in Mumbai and Maharashtra for apartments and holiday home constructions through JV• Implemented research processes and analysis across asset classes.• Established a partnership with a major Indian e-retailer resulting in increased lease income• Worked with the local municipal body for FSI feasibility of assets leading to new clients• Implemented Equity research for model equity portfolio and equity asset/sector allocation• Structured Debt portfolio and leverage ratio of the company along with the directors resulting in asset allocation to fixed income securities

TrustPlutus Wealth managers is a boutique wealth management company focused at advising HNI , UHNI and Family office clientele. The company provides advisory services across asset classes. My responsibilities included - • Worked with over 30 asset management companies to analyze investment options for clients• Standardized the product approval process for internal sales and advisory team to improve selection of top performing mutual funds for allocation in client portfolio• Initiated and implemented over 10 distributor tie ups to enhance the product offering for clients • Liaised with over 30 asset management companies on portfolio allocation and revenue structure• Worked with sales team to negotiate revenue on investments across locations to increase revenue