As an analyst, we support US Private Bankers/ Investors directly.

-Analyzing different sectors/companies in different funds to have an overview of possible impact of any change in macroeconomic parameter or government policies-Understanding and Advising existing as well as prospective clients on investment in different financial instruments - Mutual Funds, PMS(Portfolio Management services), Life Insurance, loans etc. in accordance to their risk appetite -Analyzing and managing portfolios to maximize profitability of the clients -Designing a portfolio for the High Net Worth Individuals that will align with their investment objectives along with saving in Tax and other expenses -Generating new businesses along with service on Client’s requirement of Mutual Funds, PMS, Life Insurance, loans etc. was delivered -Assisting clients to be up-to-date with constant developments in the Wealth Management industry and Financial Market -Prospecting new clients in order to develop new business for the company

- Analyzing and comparing different categories of funds offered by various Asset Management Companies based on their Past Performance, Alpha generation and strategy used by Fund Manager- Analyzing the holdings of funds and following up on any major macro economic turn arounds that may effect the funds' performance