Kaivalya Kuber Email and Phone Number
Kaivalya Kuber personal email
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I work with HNI Clients, Corporates, and Funds for their Real Estate investments and expansion requirements in India. Having focussed the last decade on Investments across Asset Classes in India, I have excellent transactional experience in Indian Real Estate. Prior to that I was in Australia for 15 years for my formative years through to Professional Education. Developed a good understanding of International Markets through work experience in Australia and India.Wealth of investment management experience across multiple asset classes including the property sector in different geographical regions. Focus is to protect and maximise clients’ income and capital by employing strict investment assessment criteria and offering clear, discerning advice that supports recommendations, proposals and decisions.16 years of experience in Wealth Management Planning and Advising for HNI & Corporate Clients across Geographical Sectors. Specialties: Real Estate: Land, Pre-leased Transactions, Industrial Land for Manufacturing and Logistics, and end-to-end execution of transactions. Wealth Management: Sales, Distribution, Marketing of Fixed Income Funds, Equity Funds, Hybrid Funds & Short Term Corporate Treasury Management - focusing on Liquidity Requirements, Relationship Management & Strong Network of Institutional Client Relationships.Financial Planning - Strategic Asset Allocation, Risk Profiling, Diversifying Assets, Re-balancing & Monitoring Portfolios.
Ameya Precision Engineers Private Limited
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Independent DirectorAmeya Precision Engineers Private Limited Feb 2022 - PresentPune, Maharashtra, IndiaEstablished in 1987, Ameya Engineers is a valve component manufacturer, supplying high quality, cost effective products to a range of leading local and international valve manufacturers. Initially established as a thread whirling facility, its in-house capability has been gradually expanded, enabling production of intricate, fully-machined, precision-made components.Involved with future growth and expansion strategies and overseeing the transition phase. -
PartnerHyper Equity Jul 2013 - PresentPune, Maharashtra, IndiaSpecialise in independent investment and asset management business across all asset classes including the property sector. Provide a personalised service that enables clients to outsource both investment and asset management, while retaining control over the process.- Formulating investment strategies and business plans based on individual client requirements, risk, market cycles and expectations of income and capital return.- Sourcing and securing individual property and portfolio opportunities for acquisition as well as financial investments such as Mutual Funds.- Advising on asset pricing, current and prospective cash flows, finance options, future rental and capital growth, refinancing as well as exit strategy.- Implementing and executing the property acquisition and disposal due diligence process and transaction.- Regular analyses of investment performance with the objective of maintaining and maximising strategic performance of the clients’ properties and optimising finance arrangements.Product Mix include:- Pre-leased Investment Options for HNIs and Funds;- Leasing requirements for Corporates;- Retail Chains - Leasing & Asset Purchase;- Healthcare - New Hospital Setup & Expansion in India and Overseas;- Foreign clients (FDI under Make in India Campaign) setting up in India (State Industrial Development Corporations); - Private Equity in Residential / Commercial Real Estate;- Private Equity Investments in Businesses;- Mutual Funds & Insurance (Life, General & Health);
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Director - SalesSolar Systems Solutions (Sol2Sys) Jul 2013 - PresentPune, Maharashtra, IndiaSol2Sys is a Solar PV Design, Engineering, and Implementation Firm in based in Pune.- Business Development for Mega Watt and Rooftop Projects across India.- Sourcing Finance and Investors for investment in Mega Watt and Rooftop Projects. - Handholding the Clients thought the entire cycle of the project.
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Cluster Head - Pune & RomL&T Mutual Fund Feb 2013 - Jul 2013Pune, Maharashtra, IndiaL&T Mutual Fund bought Fidelity’s Mutual Fund Business in India and is a growing asset management company in India.- Promoted to Cluster Head for Pune & Rest of Maharashtra. Managed a team of 12 across Pune, Nashik, & Kolhapur Branches.Maintained good relations with Distributors and leverage their relationship with Clients to procure business.- Expanded Client base by adding new Distributors and Deepen existing relationships across the product range.Implemented Business Development strategies for Distributors and their Channel Partners. -
Manager - Retail Sales (Ifa & Nd)L&T Mutual Fund Dec 2012 - Feb 2013Pune, Maharashtra, IndiaL&T Mutual Fund bought Fidelity’s Mutual Fund Business in India and is a growing asset management company in India.- Post the merger, managed the Retail Sales Team at L&T Mutual Fund Schemes (Debt & Equity) through the Retail Distribution Sales Channel (IFA & ND) in Pune. Maintained good relations with Distributors and leverage their relationship with Clients to procure business.- Expanded Client base by adding new Distributors and Deepen existing relationships across the product range.Implemented Business Development strategies for Distributors and their Channel Partners. -
Institutional SalesFidelity International Sep 2010 - Dec 2012Pune, Maharashtra, IndiaFIL Fund Management Private Limited (FFMPL) started operations in the country in 2004. FFMPL is among the fastest growing new asset management companies in India.- Manage Sales of Fidelity Schemes (Debt & Equity) directly to Institutional Clients in Pune. - Maintain good relations with Institutional Distributors and leverage their relationship with Institutional Clients to procure business.- Expand Institutional Client base by adding new clients and Deepen existing relationships across the product range.- Implementing Business Development strategies for Institutional Clients and Distributors. -
Area Manager - Banking & Institutional SalesBharti Axa Investment Managers May 2008 - Sep 2010A joint venture between Bharti Ventures Limited and AXA Investment Managers. The focus is on excellence and performance, with our professional fund management taking care of your imperative financial needs. - Managing Sales & Distribution of BAIM Schemes through the Institutional & Banking channel for Pune & Regional Maharashtra. - Maintaining good relations with Channel Partners and procuring business from channel partners and direct institutional clients. - Initiating communication and sales support activities (including training & investor meets) with channel partners. - Providing Product & Sales training to team members within my region (Pune, Rest of Maharashtra & Goa). -
Relationship Leader - Wealth ManagementYes Bank Ltd Aug 2007 - Feb 2008A new age private sector Bank, adopts a focused, knowledge-based approach in offering comprehensive banking and financial solutions.- Focused on client acquisition via building and deepening existing client relationships. - Developed and recommended financial strategies suited to retail and wealth management clients. - Recommended Yes Bank's products and services to corporate clients to meet business requirements. -
Financial AdvisorWealth Managers (India) Pvt Ltd Jan 2006 - Aug 2007Provides personalized financial plans for HNIs and corporate clients in Pune & Mumbai.- Revised client portfolios and financial strategies that incorporated high net worth clients’ objectives.- Increased AUM by 70 crores through active marketing and a personalized client relationship management approach. - Educated clients on current financial issues, economic trends, and changes to financial planning legislation. - Responsible for analyzing and recommending appropriate enhancements to the organization’s wealth management software.
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Para - Planner & It ConsultantCivic Financial Planning Sep 2002 - Sep 2005Canberra’s largest privately owned financial planning practice, specializing in superannuation, investment strategies, retirement planning and estate planning advice. - Prepared financial plans and salary packaging plans using a range of financial planning tools, which incorporated strategies and recommendations for clients according to individual circumstances. - Developed and maintained master templates for financial plans and model portfolios. - Researched and analyzed product and share information, current issues with regard to financial planning including economic trends and changes to financial planning legislation.- Managed IT infrastructure and recommended wealth management software tools. - Provided training for financial and operating information systems.
Kaivalya Kuber Skills
Kaivalya Kuber Education Details
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Association Of Mutual Funds In India (Amfi)Nism: Mutual Fund Distributors Certification -
Financial Services Institute Of AustralasiaFinance And Investment -
Information Technology; Information Systems -
Finance And Management
Frequently Asked Questions about Kaivalya Kuber
What company does Kaivalya Kuber work for?
Kaivalya Kuber works for Ameya Precision Engineers Private Limited
What is Kaivalya Kuber's role at the current company?
Kaivalya Kuber's current role is Independent Director | Real Estate | Pre-Leased Commercial Properties | Wealth Management | Industrial Setup & Logistics |.
What is Kaivalya Kuber's email address?
Kaivalya Kuber's email address is ka****@****ail.com
What schools did Kaivalya Kuber attend?
Kaivalya Kuber attended Association Of Mutual Funds In India (Amfi), Financial Services Institute Of Australasia, The Australian National University, The Australian National University.
What skills is Kaivalya Kuber known for?
Kaivalya Kuber has skills like Sales, Portfolio Management, Strategic Financial Planning, Fixed Income, Asset Allocation, Analysis, Banking, Business Development, Economics, Finance, Financial Services, Financial Advisory.
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