Rohit Chandel Email and Phone Number

I'm an experienced Investment Analyst with a demonstrated history of working across diverse financial domains, including mutual funds, portfolio management, bonds, and private wealth advisory. My journey in finance began with a solid academic foundation, holding an MBA in Finance from Kalinga University and a B.Com (Hons.) from Delhi University.Currently, at Dezerv, I play a key role in driving portfolio analysis and client engagement, directly impacting investment decisions and enhancing client portfolios. My expertise lies in conducting comprehensive portfolio analyses, developing strategic sales presentations, and leading research initiatives that guide informed decision-making.Previously, as an AVP at INDmoney, I successfully managed portfolios across multiple geographies and asset classes, leading to significant client base expansion. My ability to align investment strategies with client goals and deliver tailored advisory services has consistently contributed to achieving higher client satisfaction and retention rates.At IIFLW, I honed my skills in high-net-worth individual (HNI) and ultra-high-net-worth individual (UHNI) portfolio management, where I collaborated with Relationship Managers to identify upselling opportunities and optimize client portfolios. My analytical acumen extends to detailed financial reporting and regulatory compliance, developed during my tenure at Techbook International Pvt. Ltd.Throughout my career, I’ve been driven by a passion for financial markets and a commitment to helping clients achieve their investment goals. With a strong proficiency in advanced MS Office, Bloomberg, and other financial tools, coupled with certifications like NISM XA/XB, XXIA, and others, I bring a well-rounded skill set to the table.I’m always open to networking and exploring new opportunities where I can contribute my expertise to create value in the financial services industry.