Rishabh Shukla

Rishabh Shukla Email and Phone Number

Investments - Treasury & Family Office | Global Equity & Debt Market Analysis | Past L&T FINANCIAL SERVICES & ADITYA BIRLA CAPITAL (Equity, Fixed Income, Alternate Investments) @ ANMOL INDUSTRIES LIMITED
calcutta, west bengal, india
Rishabh Shukla's Location
Noida, Uttar Pradesh, India, India
Rishabh Shukla's Contact Details

Rishabh Shukla work email

Rishabh Shukla personal email

About Rishabh Shukla

As a seasoned professional within the Wealth and Asset Management sector, I bring a proven track record of success in overseeing family offices and meticulously crafting investment strategies to realize enduring financial objectives. With 10+ years of dedicated service within an esteemed Asset Management Company & other institutions, I have honed a deep understanding of market dynamics and adeptly integrate this acumen into my daily professional endeavors.My qualifications include a Post Graduate Diploma in Management (PGDM) with a specialized focus on Marketing and Finance, earned at the prestigious Apeejay School of Management. Additionally, I hold a Bachelor of Technology (B Tech) with a concentration in Electrical and Electronics Engineering from the esteemed Kanpur Institute of Technology.Complementing my educational and experiential foundation, I possess a diverse range of technical competencies that are pivotal within my industry. I am proficient in utilizing a suite of tools including MS Excel, Power BI, Powerpoint, Ace MF terminal, and Bloomberg Terminal. My current responsibilities encompass in-depth equity market research, private equity analysis, debt market outlook assessment, alternative investments evaluation, portfolio management, and expertise in setting up family offices as well as strategic portfolio restructuring.I am unwaveringly committed to the perpetual enhancement of my skill set and knowledge base, ensuring that I remain at the vanguard of the ever-evolving Wealth and Asset Management sphere. My passion for the industry is matched only by my dedication to delivering exemplary results for my clients and stakeholders, consistently aligning their financial objectives with market opportunities.

Rishabh Shukla's Current Company Details
ANMOL INDUSTRIES LIMITED

Anmol Industries Limited

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Investments - Treasury & Family Office | Global Equity & Debt Market Analysis | Past L&T FINANCIAL SERVICES & ADITYA BIRLA CAPITAL (Equity, Fixed Income, Alternate Investments)
calcutta, west bengal, india
Employees:
428
Rishabh Shukla Work Experience Details
  • Anmol Industries Limited
    Investment Manager Treasury
    Anmol Industries Limited Feb 2023 - Present
    Noida, Uttar Pradesh, India
    1) Investment Strategy Development: Work closely with the family to develop an investment strategy that aligns with their financial goals, risk tolerance, and time horizon. This involves understanding the family's unique circumstances, financial objectives, and any specific preferences they may have for certain types of investments.2) Asset Allocation: Aim to achieve a balanced portfolio that maximizes returns while managing risk.3) Investment Research: Regularly conducts thorough research to identify suitable investment opportunities that fit the family's strategy4) Reporting and Communication: Regularly communicates with the family to provide updates on the performance of their investments, market trends, and any changes to the investment strategy5) Portfolio Management: Monitoring the performance of individual investments, rebalancing the portfolio as needed to maintain the desired asset allocation, and making adjustments based on changes in market conditions or the family's financial situation.6) Liaising with External Advisors: Coordinate with external advisors on a regular basis7) Due Diligence: Before making any investment decisions, Regularly conduct due diligence on potential investments. This involves assessing the financial health of companies, evaluating the track record of fund managers, and analyzing the potential risks and rewards of each investment.
  • Client Associates
    Senior Analyst
    Client Associates Sep 2021 - Jan 2023
    Gurugram, Haryana, India
  • Hsbc Mutual Fund
    Manager
    Hsbc Mutual Fund Jun 2018 - Sep 2021
    New Delhi Area, India
    Formerly Known as L&T MUTUAL FUND (L&T Financial Services)Closely working with different channels in which myrole is to connect with Bankers of various private andpublic sector key accounts Banking Institutions thatare mapped to me on regular basis for business relatedactivities • Follow current market scenarios and put thosefindings in product presentations that is to bepresented to our business partner • Conduct localcompetitive campaign for the company whereinwe positioned our products in distributors bucketlist• Develop month on month product performance andshare the plan of action with the team accordingly• Thoroughly analyze reports and createpresentations out of it to present to clients anddistributors• Analyse market conditions study various reportsthat highlights possibilities to identifies thesuitable instrument for client investments,comparing with funds of competitor fund houses tohighlight strengths of our product as compare toothers• Monthly monitoring of Market share, monthly salesdata of different categories of our fundsIdentifies Equity as well as study Debt marketscenarios, taking regular insights from fundmanagers and revert the founding with thedistributors
  • Birla Sun Life Mutual Fund (Bslmf)
    Assistant Manager
    Birla Sun Life Mutual Fund (Bslmf) Apr 2016 - Jun 2018
    New Delhi Area, India
  • Inox Wind Ltd.
    Senior Engineer
    Inox Wind Ltd. Jul 2011 - Aug 2014
    Mumbai Area, India
    Worked as a Senior Engineer, wherein i was responsible for Wind Energy projects located in various parts of India.

Rishabh Shukla Skills

C Microsoft Excel Html Scada Visual Basic 5.0/6.0 Oracle Sap Plc

Rishabh Shukla Education Details

Frequently Asked Questions about Rishabh Shukla

What company does Rishabh Shukla work for?

Rishabh Shukla works for Anmol Industries Limited

What is Rishabh Shukla's role at the current company?

Rishabh Shukla's current role is Investments - Treasury & Family Office | Global Equity & Debt Market Analysis | Past L&T FINANCIAL SERVICES & ADITYA BIRLA CAPITAL (Equity, Fixed Income, Alternate Investments).

What is Rishabh Shukla's email address?

Rishabh Shukla's email address is ri****@****ail.com

What schools did Rishabh Shukla attend?

Rishabh Shukla attended Apeejay School Of Management, Kanpur Institute Of Technology, Sir Padampat Singhania Education Centre.

What are some of Rishabh Shukla's interests?

Rishabh Shukla has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Rishabh Shukla known for?

Rishabh Shukla has skills like C, Microsoft Excel, Html, Scada, Visual Basic 5.0/6.0, Oracle, Sap, Plc.

Who are Rishabh Shukla's colleagues?

Rishabh Shukla's colleagues are Rachit Chowdhary, Ujjal Das, Jamsaid Khan, Biki Chetry, Somya Nayak, Deva Mbnr, Namrata Ojha.

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