Sudarshan Kumar
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Sudarshan Kumar Email & Phone Number

Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited at Motilal Oswal Wealth Limited
Location: New Delhi, Delhi, India 3 work roles 2 schools
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Role
Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited
Location
New Delhi, Delhi, India

Who is Sudarshan Kumar? Overview

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Quick answer

Sudarshan Kumar is listed as Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited at Motilal Oswal Wealth Limited, based in New Delhi, Delhi, India. AeroLeads shows a matched LinkedIn profile for Sudarshan Kumar.

Sudarshan Kumar previously worked as Manager - Investment Advisory at Motilal Oswal Wealth Limited and Manager - Investment Advisory at Anand Rathi Shares And Stock Brokers Ltd. Sudarshan Kumar holds Pgd-Fp, Finance from International College Of Financial Planning.

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Motilal Oswal Wealth Limited

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Profile bio

About Sudarshan Kumar

Hi Everyone,I possess a Post-Graduation's degree in financial planning from University of Mysore. After completing the education, I have worked with HFI Wealth Creators Pvt Ltd (HumFauji Initiatives) as Financial Planner, Anand Rathi Preferred - Investment Advisor and currently working with Motilal Oswal Wealth Limited as an Investment Advisor.I have learned so far the way and skill, how to offer the best financial solutions to individuals/non-individuals by listening to their financial needs, analyzing those needs and researching the products and services that would best suit their financial goals.My level of experience in financial servicing has made me acutely aware of how important it is to understand the needs of a client and develop and maintain long-term relationships with people. I take pride in receiving supervisory recognition for my dedication to my clients' needs as well as giving exemplary financial advice and guidance.Thank you for your time and for allowing me to present my background and skills in order to be considered for the position of Financial Advisor/Wealth Manager position in your organisation. I look forward to discussing the position and how I can contribute my skill set to your company and successfully work alongside your financial team for years to come.Thanks,

Listed skills include Microsoft Office, Microsoft Word, Management, Microsoft Excel, and 12 others.

Current workplace

Sudarshan Kumar's current company

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Motilal Oswal Wealth Limited
Motilal Oswal Wealth Limited
Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited
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3 roles

Sudarshan Kumar work experience

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Financial Planner

Delhi Area, India

Job Description:* Preparation and Execution of Investment & Financial plan.* Use financial acumen and investment expertise to review a client’s profile and develop a plan helping the client to reach his short-term and long-term goals.* Handle client queries & provide support related to investments.* Assessing financial need of HNI and UHNI clients with proper preparation of financial plan. * Developed models and parameters for research within the company.* Enhancing customer service satisfaction, ensuring Regulatory and Process compliance. * Ownership of major products & conducting research on different financial avenues.

Jun 2017 - Oct 2020
2 education records

Sudarshan Kumar education

Bachelor Of Business Administration (B.B.A.), Accounting And Business/Management

Iimt ,Meerut
FAQ

Frequently asked questions about Sudarshan Kumar

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What company does Sudarshan Kumar work for?

Sudarshan Kumar works for Motilal Oswal Wealth Limited.

What is Sudarshan Kumar's role at Motilal Oswal Wealth Limited?

Sudarshan Kumar is listed as Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited at Motilal Oswal Wealth Limited.

Where is Sudarshan Kumar based?

Sudarshan Kumar is based in New Delhi, Delhi, India while working with Motilal Oswal Wealth Limited.

What companies has Sudarshan Kumar worked for?

Sudarshan Kumar has worked for Motilal Oswal Wealth Limited, Anand Rathi Shares And Stock Brokers Ltd, and Hum Fauji Initiatives.

How can I contact Sudarshan Kumar?

You can use AeroLeads to view verified contact signals for Sudarshan Kumar at Motilal Oswal Wealth Limited, including work email, phone, and LinkedIn data when available.

What schools did Sudarshan Kumar attend?

Sudarshan Kumar holds Pgd-Fp, Finance from International College Of Financial Planning.

What skills is Sudarshan Kumar known for?

Sudarshan Kumar is listed with skills including Microsoft Office, Microsoft Word, Management, Microsoft Excel, Leadership, Research, Customer Service, and Accounting.

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