Yash Shete Email and Phone Number

• Advising & Managing clients with regard to their Investment in Equity, Derivatives, Mutual funds, place order on their behalf and deal in various financial products.• Communicating research bits of advice and investment ideas to the customers for portfolio churning.Help clients hedge portfolio in the market by using derivative (F&O)• Analyzing recommendations provided by the company and helping clients invest in the same that suits them the best and their portfolio.Working on leads and converting them into clients and helping them create a portfolio as per the risk appetite.