Sunny Gala Email & Phone Number

Mumbai, Maharashtra, India

Assess a variety of investment products to ascertain their suitability for clients based on their individual needs, objectives, and preferences.Conduct a thorough review of clients' portfolios to ensure alignment with their risk profiles and maintain appropriate asset allocation.Develop standardized reports to provide clients with comprehensive insights into their portfolios, streamlining the process through automation for enhanced efficiency within the backend team.Create product notes for both new and existing offerings such as PMS, AIFs, and other structured products.

Mumbai, Maharashtra, India

• Develop training content and elements for the QPFP Course, a flagship program for practising finance professionals, through extensive research on personal finance subjects• Design & develop excel based customised tools/templates by setting up logics, formula-based workflows, financial analytics, etc., to deliver an optimal practical solution to participants• Conduct training and support sessions for 150+ participants to guide along with the template and address queries• Lead & manage the team to troubleshoot participants queries, handle learning management system, etc.• Coordinate with the Taskforce members (a group of practicing Financial Professionals) to get appropriate inputs for the curriculum and the examination

Mumbai Area, India

Responsible for executing assignments successively and provide the deliverables effectively.

Cfa Level 3

Master Of Business Administration (M.B.A.), Banking, Corporate, Finance, And Securities Law

Specialization in Finance

Certified Financial Planner, Personal Finance Planning, B Grade

Certified financial planner course

Bachelor'S Of Management Studies, Finance, General

Bachelors in Management Studies