Khushboo Sheth Email & Phone Number

Bengaluru, Karnataka, India

Offering HNI clients with complete spectrum of wealth management services and personally guiding clients through their financial objectives with tailored solutions and ongoing support.• Risk Profiling & Financial Planning: Conduct in-depth risk assessments and develop personalized financial plans considering client's cash flow, assets, liabilities, and investment goals.• Bespoke Investment Solutions: Design and present tailored investment strategies, including alternative investment options, to achieve debt reduction, meet financial commitments, and generate retirement income.• Portfolio Consolidation & Review: Consolidate existing investments for better management and returns. Regularly review portfolios, monitor performance, and rebalance as needed to maintain alignment with client goals.• Profit Booking & Reallocation: Identify opportunities to book profits and strategically reallocate surplus funds to propel clients closer to their financial objectives.• Market & Investment Research: Collaborate with investment analysts and research specialists to continuously monitor market trends, economic indicators, and potential investment opportunities, ensuring client portfolios remain well-optimized.

Bengaluru, Karnataka, India

As a content strategist, at Armstrong Capital played a pivotal role in brainstorming content ideas creating and implementing our content marketing strategy. My multifaceted role included:• Content Strategy & Development: Key contributor in formulating content strategies, brainstorming innovative ideas, and researching target audiences to ensure relevance and impact.• Research-Based Articles: Authored in-depth, research-based finance articles that provided valuable insights, drove investor confidence, and simplified complex topics.• Blogging: Crafted informative and engaging blog posts and articles that addressed audience needs, sparked conversations, and established brand authority.• Website Copywriting: Developed persuasive website copy and landing pages that effectively communicated brand messaging and drove conversions.• Social Media Management: Created engaging social media content tailored for specific platforms, fostering audience interaction and enhancing brand awareness.• Client Engagement: Proactively engaged with clients by providing timely market updates, budget summaries, and introducing new investment opportunities.

Goa, India

Leveraged my passion for clear communication and engaging storytelling to create a compelling & effective content across various platforms. My key contributions included curating diverse educational blog post, website copy and ghost written articles.

Mumbai, Maharashtra, India

As an Equity Advisor & Dealer at HDFC Securities, I leveraged my strong client relationship management skills to build trust and provide personalized investment guidance. This included executing client trades efficiently on the trading platform while keeping them informed with ongoing market updates and portfolio reviews.

Nagpur, Maharashtra, India

HDFC Bank internship offered a deep dive into investment trends and client portfolio management. The analysis focused on how age, income, and risk tolerance influence investment decisions across various demographics. Educational workshops and informational sessions were created to empower investors, covering diverse investment options like government bonds, equities, insurance, and mutual funds. This experience also provided insight into how client’s portfolios are managed ensuring alignment with their unique financial goals.

Nagpur, Maharashtra, India

Conducted comprehensive evaluations of potential investment opportunities. This entailed a thorough review of companies' financial health over a three-year period, including income statements, cash flow statements, and balance sheets. Using various financial tools like comparative statements, ratio analysis, and trend analysis to identify key metrics.

Postgraduate Degree, Finance And Financial Management Services

Bachelor Of Business Administration - Bba, Finance And Financial Management Services

Business/Commerce, General