WHAT I DO: I help Individuals & Corporate Companies by providing a platform through which they can invest across various investment avenues like Mutual Funds, Fixed Income, PMS & Alternative Investment opportunities.WHO I WORK WITH: I work with Individual Business Owners, Salaried Professionals, High Net Worth Individuals, Senior Corporate Management Executives, Companies, NRI's & Retired Individuals.WHY IT WORKS: When you partner with my company you get a single-window platform to invest across a gamut of investment products at the convenience of your Home or Office. A one to one meeting helps us to provide you options which are most suitable to you based on your risk profile.WHAT MAKES ME DIFFERENT: My key distinguishing factor is that I can offer you products which can match your suitability and risk profile needs. HOW IT ALL WORKS: It starts with a personal meeting in which we try and understand your Investment Background, knowing your Risk Profile and Collecting your existing investment details. Post which we go back and work on it and come back and present you the products which are most suitable to youWHAT HAPPENS POST INVESTMENT: You get portfolio login details which help you in keeping track of your Investments. You are assisted by a Relationship Manager & Customer Service Manager for any updates you need.WANT TO TALK: You can reach me directly on my Mobile no +91 99674 32226 or Email id which is kishan@reliabullwealth.com
Reliabull Financial Services Private Limited
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FounderReliabull Financial Services Private LimitedMumbai, Mh, In
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FounderReliabull Wealth Private Limited Feb 2013 - PresentMumbai, MaharashtraAs a Private Wealth Specialist i handle a set of HNI's & Treasury Accounts of Mid-Sized corporates at ReliaBullWith over 18 years of experience in Mutual Funds Corporate Treasury, Fixed Income, PMS & Alternative Investment space, I lead a strong team of wealTH professionals.At ReliaBull we strive at providing a single window platform for all investment products as per investors suitability.
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Family Office, Products & ServicesKarvy Private Wealth Jul 2011 - Jan 2013MumbaiThe key role was to understand the market dynamics and design products that not only helps in managing risks but also add value to the clients portfolio. -
Head - Private Clients & Uhni'SReligare Macquarie Private Wealth Jul 2009 - Jun 2011Mumbai Area, IndiaBeing a premium wealth management set-up, i used to advise on wealth management products & boutique investment offerings including Alternative & Offshore Investments to the high end investor segment. -
Institutional & Pcg Head, MumbaiSprism Investment Service Private Limited Dec 2002 - Jul 2009Bangalore & MumbaiManage Instituional Sales and PCG Business for Mumbai Location.
Kishan Jakhotia Skills
Kishan Jakhotia Education Details
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American Management College, BangaloreA -
Siddhartha Colloge Of ManagementBusiness Administration And Management, General
Frequently Asked Questions about Kishan Jakhotia
What company does Kishan Jakhotia work for?
Kishan Jakhotia works for Reliabull Financial Services Private Limited
What is Kishan Jakhotia's role at the current company?
Kishan Jakhotia's current role is Founder.
What schools did Kishan Jakhotia attend?
Kishan Jakhotia attended American Management College, Bangalore, Siddhartha Colloge Of Management.
What skills is Kishan Jakhotia known for?
Kishan Jakhotia has skills like Wealth Management Services, Financial Products And Services, Financial Planning, Portfolio Review, Alternative Investments, Management.
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2indiatimes.com, karvywealth.com
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