Personal Information
Organización/Lugar de trabajo
Mumbai Area, India India
Ocupación
Founder & Owner at Capital Advisors
Sector
Finance / Banking / Insurance
Acerca de
I have more than 20 years of experience with reputed organizations. My area of experience includes - Investment Advisory and Product Management, (8 years+) Discretionary Portfolio Management (5 years) and Equity Broking as Sales-side Analyst (equity research analyst and Strategist role - 6 years).
Further -
I have worked with both – Banking and Non-Banking - entities and hence I am well aware of its internal processes and policies.
I have an extensive knowledge of setting up Product Platform (including Direct Equities, Fixed Income, Mutual Fund, Structured Product, Real Estate, TFS besides overall Strategic and Tactical Asset Allocation) for Private Clients and High Net-worth famili.
Etiquetas
investment strategy
capital advisors
india union budget review
strength in dollar
strong dollar
union budget
rbi monetary policy review
india's monetary policy review
implications on investment strategy
rbi's monetary policy announcement
Ver más
Presentaciones
(6)Personal Information
Organización/Lugar de trabajo
Mumbai Area, India India
Ocupación
Founder & Owner at Capital Advisors
Sector
Finance / Banking / Insurance
Acerca de
I have more than 20 years of experience with reputed organizations. My area of experience includes - Investment Advisory and Product Management, (8 years+) Discretionary Portfolio Management (5 years) and Equity Broking as Sales-side Analyst (equity research analyst and Strategist role - 6 years).
Further -
I have worked with both – Banking and Non-Banking - entities and hence I am well aware of its internal processes and policies.
I have an extensive knowledge of setting up Product Platform (including Direct Equities, Fixed Income, Mutual Fund, Structured Product, Real Estate, TFS besides overall Strategic and Tactical Asset Allocation) for Private Clients and High Net-worth famili.
Etiquetas
investment strategy
capital advisors
india union budget review
strength in dollar
strong dollar
union budget
rbi monetary policy review
india's monetary policy review
implications on investment strategy
rbi's monetary policy announcement
Ver más