Saurav Bothra Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Chryseum Advisors is a boutique financial services firm offering private market solutions to individuals & institutional clients. Our clients engage us for our expertise, industry knowledge and ability to execute.We have an extensive ecosystem with our networks extending to:1) Existing & Ex-employees - Senior & Mid Level Employees2) Institutional & Private Equity Investors3) Existing Shareholders4) IntermediariesTransaction Capabilities across Resident (Individuals & Institutions) and Non-Resident Investors (NRI's/Foreign Portfolio Investors). We track developments and announcements on the company and accordingly update the notes from time to time.

Mumbai Area, India

Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions.With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following: 1. Wealth Management2. Tax Consultancy3. Unlisted Pre-IPO Equity Shares4. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy.We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation

Mumbai

Responsible for managing the Investment Products for the Consumer Bank – branch banking & priority clientsManaging a Investment product AUM of USD 1 billion across various investment products such as Mutual Funds, Alternate Investments, Portfolio Management Services, Structured ProductsIdentify new product opportunities across various asset classes and product categories for Domestic as well as NRI clients.Constant interaction with Product Providers / Manufacturers / Asset Managemnt Companies to analyze the existing fund performances & conducting Due Diligence. Evaluating new Product Providers present in the market. Acting as point of contact between Private Bankers and Third Party product providers, legal and compliance and wealth management operations.Maintaining investor relations through interactions with high net worth individual clients along with the wealth managers. This includes advising clients on existing portfolio and new products.Regular discussions and training sessions with Wealth Managers to ascertain their feedback and product requirements. Also provide adequate product knowledge especially for new products.Analyzing product MIS and presenting the product performance and strategy at review meetings with senior management.

Member of EFG International , A Boutique Swiss Private Bank

Responsible for the India dedicated products such as Portfolio Management Services, Dollar denominated fixed-income funds with currency hedging & Structured Products on Indian equities for International Private Banking Clients.Product Management- idea generation, product conceptualization, discussions with AMC’s / issuers, negotiating with the manufacturers, training the sales & operations team, handling client calls, coordinating with central & regional compliance & legal departments. Interacting with international offices (GCC, South East Asia, UK & South Africa) for sales & marketing.

Citigold Relationship Manager.Responsible for providing Wealth Management Advisory Services by sustaining and growing the balance sheet of Specific portfolio, acquiring new customers and deepening existing relationships through cross selling and investment Counseling.

Mba, Marketing & Finance

B.Com (Hon'S), Commerce

Education record