Grishma Agrawal Email & Phone Number

Mumbai, Maharashtra, India

As a Portfolio Management Analyst, I was responsible for conducting in-depth portfolio evaluations for both existing and prospective clients, ensuring that each portfolio was strategically aligned with their individual investment objectives and risk tolerance. I leveraged advanced financial tools and databases to develop and manage tailored client portfolios, optimizing performance and maximizing client satisfaction.I regularly prepared comprehensive portfolio proposals and engaging pitch presentations to communicate investment strategies and opportunities, delivering clear and compelling insights to Relationship Managers (RMS) and other stakeholders. Additionally, I played a key role in the ongoing monitoring and rebalancing of client portfolios, ensuring that asset allocation remained optimal and in line with the clients' evolving investment goals.My experience also included the detailed analysis of mutual funds using sophisticated analytical tools, which supported informed investment decisions and helped enhance the selection of funds that best aligned with client needs and market conditions. Through these efforts, I contributed to the continuous improvement of client portfolios, ensuring a proactive and results-driven approach to portfolio management.

Mumbai, Maharashtra, India

As a dedicated mentor at Adhyapan, a student-led initiative by MET Institute of Management, I have the privilege of being part of a team that supports underprivileged students in their academic journey and personal growth. Our focus spans various subjects, and goes beyond academics to help students develop their personalities and explore career paths. It is a heartwarming experience to guide these bright young minds, inspiring them to believe in themselves and achieve their dreams.

Mumbai, Maharashtra, India

LXME Intern | Empowering Women through Financial LiteracyAs an LXME intern, I made a tangible impact on empowering women in the realm of personal finance. Collaborating closely with the dedicated LXME team, I conducted in-depth research, developed compelling content, and actively contributed to community engagement initiatives. Witnessing firsthand the transformative power of financial knowledge, I am grateful for the opportunity to play a part in empowering women to take control of their financial well-being. It was an inspiring and rewarding experience to be a part of the LXME mission.

Mms, Finance, General

Activities and Societies: Core member of CoE Finance, Maths mentor in Adhyapan, research committee, CR of the class

Bachelor Of Business Administration - Bba, Finance, General, A

Activities and Societies: NSS