Tushar Sangwan
Vice President at 360 ONE Wealth- Claim this Profile
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Bio
Experience
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360 ONE Wealth
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Financial Services
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200 - 300 Employee
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Vice President
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Jun 2023 - Present
Bengaluru, Karnataka, India
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Kotak Mahindra Bank
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India
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Banking
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700 & Above Employee
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Investment Consultant
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Nov 2020 - Jun 2023
Bengaluru, Karnataka, India - Worked towards business development and client acquisition of HNIs and corporate treasuries. - Created a centralized one stop solution for the sales team to better them with product details and portfolio performance based on past 10 year data.
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Investment Advisor
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May 2018 - Oct 2020
Mumbai Area, India - Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio. - IB/PE Deal Desk - Involved in initial due diligence, preparation of the IM & teaser, comprehensive valuation analysis. - Visualized and generated business worth Rs. 80 lakh for the firm across products and services.
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Kantar
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Market Research
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700 & Above Employee
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Research Intern
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Apr 2017 - May 2017
Kolkata Area, India
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Education
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2016 - 2018
Indian Institute of Management, Kozhikode
Master of Business Administration (MBA), Business Administration and Management, General -
2012 - 2015
Acharya Narender Dev College
Bachelor of Science (B.Sc.), Computer Science -
2010 - 2012
Suraj Bhan DAV Public School, Delhi
Science, 9 CGPA in 10th (2010) , 82% in 12th (2012) -
2003 - 2010
Dyal Singh Public School, Karnal, Haryana
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