We believes in the asset allocation approach for investment advisory process.Our focus is to make investment strategies while assessing all the asset classes in the client portfolio to reduce overweight & overleverage position in specific asset class/es.We try to build the habit of investments decision on technical & fundamental basis instead of emotional.Our organisation philosphy is to make investments approach simple ,easy to understand & compare with the benchmark instead of… Show more We believes in the asset allocation approach for investment advisory process.Our focus is to make investment strategies while assessing all the asset classes in the client portfolio to reduce overweight & overleverage position in specific asset class/es.We try to build the habit of investments decision on technical & fundamental basis instead of emotional.Our organisation philosphy is to make investments approach simple ,easy to understand & compare with the benchmark instead of complex one. Show less

Started with the Retail Team in Client Financial Portfolio Advisory & associtaed with the Branch.Due to consistent performance in all products vertical i became the part of Wealth Managment Group.This profiles demands to handle clients above certain financial limit & work area now covers entire Delhi & NCRLast Postion held was the Team Leader of the Pvt Banking .In this profile domain knowledge was Client Handling , Asset Allocation Investment Advisory Process, Product Structuring &… Show more Started with the Retail Team in Client Financial Portfolio Advisory & associtaed with the Branch.Due to consistent performance in all products vertical i became the part of Wealth Managment Group.This profiles demands to handle clients above certain financial limit & work area now covers entire Delhi & NCRLast Postion held was the Team Leader of the Pvt Banking .In this profile domain knowledge was Client Handling , Asset Allocation Investment Advisory Process, Product Structuring & Financial Planning. Show less

Handled all Financial Advisors ( IFA , ND , Bank ) for the Business development in the teritory.Focus was to increase the reach of Mutual Funds with the investors as a investment instruments.This association help me a lot to understand complex financial market