Wealth Management Provide comprehensive services to meet the financial needs of clients. Comprehensive profiling process is done to define the investment objective and to evaluate the risk appetite. To make the investment portfolio for clients according to their needs and goals. Counsel the clients for managing their finances and allocating resources productively. Recommend several investment options available to ensure optimum returns. Exceptional understanding of… Show more Wealth Management Provide comprehensive services to meet the financial needs of clients. Comprehensive profiling process is done to define the investment objective and to evaluate the risk appetite. To make the investment portfolio for clients according to their needs and goals. Counsel the clients for managing their finances and allocating resources productively. Recommend several investment options available to ensure optimum returns. Exceptional understanding of wide range of investment vehicles including equities, mutual funds, debt, bonds, insurance, real estate planning. To cater banking products for the clients based on their needs. Have undergone training on Managerial Effectiveness and Wealth Management. Show less

Equity Advisory Handling HNI Direct Clients and advising based on their Investment Objectives. Maintaining healthy relationships with branches and franchisees across India by advising them about equity and related products. Having good understanding on fundamentals and report reading, conveying investment ideas to clients. Restructuring equity portfolios based on risk profile of the clients.