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Khushaal Kumar is listed as Portfolio Analyst | Cleared CFA Level 1 at Client Associates, a with 127 employees, based in Delhi, India. AeroLeads shows a matched LinkedIn profile for Khushaal Kumar.
Khushaal Kumar previously worked as Portfolio Analyst at Client Associates and Portfolio Analyst Intern at Client Associates. Khushaal Kumar holds Bachelor Of Commerce - Bcom Honors, 8.61 Cgpa (First Division With Distinction) from Amity University.
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I am currently working as a Portfolio Analyst at Client Associates, India's first and largest multi-family office firm that provides professional private wealth management services.As an Analyst l assist high-net-worth individuals in building their portfolios and diversifying their investments. I also interact with fund managers and business partners to understand the upcoming trends and funds in the ecosystem. I have gained valuable skills and experience in the stock market, stock options, and investments, as well as in data analysis, research, and communication. I am passionate about Finance and Entrepreneurship ,and I aim to contribute to the growth and development of the Indian economy. My academic path at Amity University, focusing on Accounting and Finance, fortifies my analytical capabilities.With the CFA Program Level I certification under my belt, I am eagerly looking forward to leveraging my structured thinking and strong work ethic to contribute to the financial services industry . The drive to support my team and manage priorities effectively remains my professional compass.
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Gurugram, Haryana, India
Working as a Portfolio Analyst at the India's First and the largest "Multi Family Office Firm" founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Assisting HNIs in building their portfolios and diversifying their investments.Interacting with fund managers and business partners in order to understand the upcoming trends and funds in the ecosystem.
Gurugram, Haryana, India
● Conducted due diligence on asset management software, evaluating capabilities and compliance, which streamlined integration and enhanced decision-making processes● Identified and resolved software bugs by coordinating with the IT team and workflow inefficiencies, aiding the successful implementation of asset management software through comprehensive testing and reporting● Led the onboarding of an asset management software, managing $1.2M in assets across locations, collaborating with cross-functional teams to ensure seamless integration and reducing manual tracking by 30%● Developed standardised financial reports, improving data accuracy by 25%, and trained 10+ team members, resulting in a 20% increase in operational efficiency and streamlined asset management processes
Noida, Uttar Pradesh, India
● Led a team of 5 to analyse customer demographics and emerging trends in hip-hop fashion, aligning product offerings with market preferences and improving customer-targeted strategies.● Established and monitored KPIs to assess the effectiveness of strategic initiatives, making data-driven adjustments as needed, leading to a 30% increase in sales
Noida, Uttar Pradesh, India
Improvised B2B communication with clients and digitised processes like client onboarding and product development; saved the firm around 300 hours of travel time and $5000 in company expenditures per annum● Spearheaded a shift to greener raw materials from synthetic polyester yarn, which had a larger carbon footprint, enhancing client benefits and enabling the company to earn carbon points in an export-driven market● Analysed historical production data of the past 3 years to address cash conversion cycle issues, optimising inventory levels and enhancing operational efficiency for working capital management
Other employees you can reach at clientassociates.com. View company contacts for 127 employees →
Satyanarayana Subbaraya
Colleague at Client AssociatesBengaluru, Karnataka, India
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Anna Vinaya Xavier
Colleague at Client AssociatesKochi, Kerala, India
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Bhanu Kapur
Colleague at Client AssociatesWest Delhi, Delhi, India
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Vinay Kumar
Colleague at Client AssociatesDelhi, India
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Madhu Kumar
Colleague at Client AssociatesKochi, Kerala, India
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Mahlori Shiviti
Colleague at Client AssociatesCity Of Johannesburg, Gauteng, South Africa
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Rishabh Agarwal
Colleague at Client AssociatesDelhi, India
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Naman Bajaj
Colleague at Client AssociatesDelhi, India
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Nitin Aggarwal, Cfa
Colleague at Client AssociatesGurugram, Haryana, India
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Mann Brar
Colleague at Client AssociatesFaridabad, Haryana, India
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Activities and Societies: •Class Representative •Captain of College basketball team •President- Catalyst(Finance Club) •Vice President.
Quick answers generated from the profile data available on this page.
Khushaal Kumar works for Client Associates.
Khushaal Kumar is listed as Portfolio Analyst | Cleared CFA Level 1 at Client Associates.
Khushaal Kumar is based in Delhi, India while working with Client Associates.
Khushaal Kumar has worked for Client Associates, Hungerbox, Wearadhd, and S.T Leather Arts.
Khushaal Kumar's colleagues at Client Associates include Satyanarayana Subbaraya, Anna Vinaya Xavier, Bhanu Kapur, Vinay Kumar, and Madhu Kumar.
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Khushaal Kumar holds Bachelor Of Commerce - Bcom Honors, 8.61 Cgpa (First Division With Distinction) from Amity University.
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