Raj Mehta, Cfa Email & Phone Number

Dubai, United Arab Emirates

• Orchestrated cross-border deal structures, M&A transactions, and Pre-IPO investments, showcasing adeptness in navigating complex investment landscapes.• Executed a strategic investment of USD 50 Mn in an Indonesian Logistics and Shipping based company IPO, demonstrating proficiency in identifying and capitalizing on high-value investment opportunities.• Structured a significant investment of USD 300 Mn in Indian Auto Company by Nifty 50 Company , underscoring expertise in managing large-scale investment projects and contributing to the company's growth and expansion.

Mumbai, Maharashtra, India

• Spearheaded the management of a diversified asset portfolio, valued at INR 1000 Cr (USD 130 Mn),across a broad client base, achieving superior financial stewardship and investment acumen.• Demonstrated comprehensive expertise in wealth management products, devising tailored funds deployment strategies that ensured optimal asset allocation and portfolio diversification for client needs.• Excelled in equity products, including managed solutions and high-yielding debt products, with a strategic emphasis on tax planning and consultation, integral to comprehensive family governance solutions.

Mumbai, Maharashtra, India

• Successfully onboarded over 10 families, amassing a total AUM of INR 25 cr (USD 3 Mn), therebydirectly contributing to the firm's portfolio diversification and client base expansion.• Generated revenue amounting to 2.5 times my current cost within a brief period, demonstrating anexceptional ability to drive financial growth and profitability through strategic client engagement.• Cultivated strong relationships with investment managers and product structuring teams, delivering best-in-class solutions that met clients' unique investment needs and objectives.

Singapore

• Secured a commendable 12% return on a $2 Mn portfolio, evidencing superior investment acumenand market analysis proficiency.• Engaged in strategic collaboration with senior management for the planning of portfolio construction,asset allocation, and selection, aligning with organizational growth objectives.• Executed investment strategies grounded in fundamentals and technical analysis, enhancing the portfolio's performance and risk management.

Mumbai Area, India

• Analyzed Indian equities, producing in-depth reports on financial company performances, thereby distilling complex data into actionable insights.• Engaged in strategic discussions with senior executives and board of directors for top Indian companies, fostering relationships and extracting market intelligence• Led a team in comprehensive sectorial research of the Indian equity markets, identifying emerging trends and capitalizing on them.

Mumbai Area, India

• Assisted in creation and design of an app for wealth management• Worked on a fintech product to deliver wealth management services to clients• Formulation of process flow of the app for customer and sales manager

Mumbai Area, India

Understanding Financial Statements and ReportsPrepared business and financial models for valuationCreated reports on inventory management to control overall shelf stock

Mumbai

• Analyzed annual reports and performed ratio analysis along with using various tools like ratio analysis for fundamental research • Gathered and conducted a comprehensive research of macro-economic indicators• Understanding corporate actions- buybacks, stock split, rights issue, dividend policies• Project - Report based on Primary Research on the Indian dairy sector.

Assistant Account managerManaged conference calls and investor conference events attended by analysts and investors

Msc In Wealth Management, Financial Planning And Services

Bsc Finance, Banking, Corporate, Finance, And Securities Law

International Baccalaureate, Maths Hl, Business & Management Hl, Economics Hl, English Language And Literature, Physics And Hindi

Icse, 94%

Master Of Science - Ms, Wealth Management