I am currently designated as the Senior Manager in Edelweiss Broking Limited, New Delhi. I lead duties pertaining to Investment Consulting along with Analytics and Client Engagement. I deal with prominent corporate clients with significant investible surpluses, including Ultra HNI-Level clients. I offer advisory expertise and bolster operational efficiency via policies planning and implementation.Over the years, I’m handling over 180 crores of AUM for these high-profile clients while… Show more I am currently designated as the Senior Manager in Edelweiss Broking Limited, New Delhi. I lead duties pertaining to Investment Consulting along with Analytics and Client Engagement. I deal with prominent corporate clients with significant investible surpluses, including Ultra HNI-Level clients. I offer advisory expertise and bolster operational efficiency via policies planning and implementation.Over the years, I’m handling over 180 crores of AUM for these high-profile clients while also leveraging assistance in carrying out dividend, interest, bonus, split, merger, and demerger. I am also acting as the Transaction Manager ensuring successful and seamless execution while adhering to client organizational structures and risk appetite. I am able to manage the funds for a long list of clients to achieve their personalized financial objectives. While leading consulting activities, I conduct stability reviews on the financial situation of the client while taking into account key factors like their income, net worth, current investments, investment time horizon, risk tolerance, and liquidity requirements. I administer complex derivatives strategies executions and maintain the overall portfolio strategy across a range of portfolios, while managing fixed income, currency derivatives, equity securities & derivatives, and wealth management segments. Show less

In my association with Religare Securities Limited, New Delhi, I was delegated as Manager (Equity). I held the accountability for guiding clients pertaining to sound investment decision making and achieve financial objectives. I handled segments and offered services in equity, derivatives, currency and wealth management products. Additionally I evaluated the client’s risk tolerance and suggested investment opportunities with high ROI and manageable risks.