Ajay Khurana -CPFA®,RFC®
Founder & CEO at McKinley Global Capital LLP- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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Punjabi Native or bilingual proficiency
Topline Score
Bio
Varun Dsilva
Ajay is a dedicated professional with a good understanding and knowledge about various financial and investment products. His knowledge and skill sets are big assets to any organisation.
Vijay Narain
Ajay has been advising me on investments for almost 5 years now. I found Ajay to be very knowledgeable in his subject and he provided me sound advice for my investments because of which I was able to generate well above-average returns. What also impressed me about Ajay was his friendliness and willingness to help at any time of the day or night, a quality sorely lacking among most personal financial consultants these days.
Akul Shrivastava
Ajay's professionalism, strong work ethic and attention to detail make him stand out among his peers as a Financial Consultant. Ajay provides great insight and understanding for requirements in order to assess the feasibility of a future goal. I recommend him highly for his expertise, his punctuality in communicating the outcomes effectively and providing honest feedback.
Varun Dsilva
Ajay is a dedicated professional with a good understanding and knowledge about various financial and investment products. His knowledge and skill sets are big assets to any organisation.
Vijay Narain
Ajay has been advising me on investments for almost 5 years now. I found Ajay to be very knowledgeable in his subject and he provided me sound advice for my investments because of which I was able to generate well above-average returns. What also impressed me about Ajay was his friendliness and willingness to help at any time of the day or night, a quality sorely lacking among most personal financial consultants these days.
Akul Shrivastava
Ajay's professionalism, strong work ethic and attention to detail make him stand out among his peers as a Financial Consultant. Ajay provides great insight and understanding for requirements in order to assess the feasibility of a future goal. I recommend him highly for his expertise, his punctuality in communicating the outcomes effectively and providing honest feedback.
Varun Dsilva
Ajay is a dedicated professional with a good understanding and knowledge about various financial and investment products. His knowledge and skill sets are big assets to any organisation.
Vijay Narain
Ajay has been advising me on investments for almost 5 years now. I found Ajay to be very knowledgeable in his subject and he provided me sound advice for my investments because of which I was able to generate well above-average returns. What also impressed me about Ajay was his friendliness and willingness to help at any time of the day or night, a quality sorely lacking among most personal financial consultants these days.
Akul Shrivastava
Ajay's professionalism, strong work ethic and attention to detail make him stand out among his peers as a Financial Consultant. Ajay provides great insight and understanding for requirements in order to assess the feasibility of a future goal. I recommend him highly for his expertise, his punctuality in communicating the outcomes effectively and providing honest feedback.
Varun Dsilva
Ajay is a dedicated professional with a good understanding and knowledge about various financial and investment products. His knowledge and skill sets are big assets to any organisation.
Vijay Narain
Ajay has been advising me on investments for almost 5 years now. I found Ajay to be very knowledgeable in his subject and he provided me sound advice for my investments because of which I was able to generate well above-average returns. What also impressed me about Ajay was his friendliness and willingness to help at any time of the day or night, a quality sorely lacking among most personal financial consultants these days.
Akul Shrivastava
Ajay's professionalism, strong work ethic and attention to detail make him stand out among his peers as a Financial Consultant. Ajay provides great insight and understanding for requirements in order to assess the feasibility of a future goal. I recommend him highly for his expertise, his punctuality in communicating the outcomes effectively and providing honest feedback.
Credentials
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Certified Personal Financial Advisor
National Stock Exchange of India Limited
Experience
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McKinley Global Capital LLP
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Founder & CEO
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Aug 2013 - Present
-Family Offices -Financial Planning -Private Wealth Management -Estate Planning -Retirement Planning -Global Real Estate Achievments: # 2016 & 2019 MDRT Member # Winner of Think BIG Advisor Award # Ranked as Top 2 Financial Advisor ( India & Global ) for Nippon India Asset Management. -Family Offices -Financial Planning -Private Wealth Management -Estate Planning -Retirement Planning -Global Real Estate Achievments: # 2016 & 2019 MDRT Member # Winner of Think BIG Advisor Award # Ranked as Top 2 Financial Advisor ( India & Global ) for Nippon India Asset Management.
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Private Investor
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May 2014 - Present
Angel Investor. Its a casual dining Asian Fusion Restaurant doing corporate catering . Became a well known brand with in a year among south Asian community . Angel Investor. Its a casual dining Asian Fusion Restaurant doing corporate catering . Became a well known brand with in a year among south Asian community .
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Vice President
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Mar 2012 - Jul 2013
* Managing a Team of Relationship/ Wealth Managers. * Reporting directly to Head- International Business and updating on business performance. * Consistently achieve specific annual new business goals. *Maintaining all compliance requirements for the region. *Maintaining and developing new client relationships with High Net worth Individuals. *Incorporate Investment Management process to manage client accounts including cash flow analysis, asset allocation analysis, reviewing proposals. Understand due diligence processes and conducting quality client reviews incorporating these tools. *Maintain a working knowledge of the current financial regulatory environment , fiduciary standards , current and proposed tax laws. Show less
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Sr Associate Vice President
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Apr 2010 - Mar 2012
*Develop and oversee relationships with High and Ultra High Networth clients in United Arab Emirates. *Conduct comprehensive review of client's portfolios including meeting with clients to develop strategies based on objective and risk profile , Identify opportunites and prepare customized asset allocation suggestions. * Use Financial planning tools to identify clients financial short , medium and long term goals, identify investment & insurance needs and develop a comprehensive financial plan . *Offering various Wealth Management products denominated in different foreign currencies- Mutual funds, Structures products, Fixed Maturity Plans,Currency Swaps, FCCBs, Insurance etc. * Advising clients on insurance planning and suggest a suitable product to the clients. *Acquisition: Joined up activities with HSBC Bank Middle East branch network to source New to Bank relationships. *Investor Communication: Updating clients with reports on key economic trends/ Global market movements , change in RBI/ Indian government policies related to Foreign exchange, NRI Taxation , banking sectors etc. *Coordinating with Premier Service managers to efficiently process daily banking/ investment transactions- Inward and Outward foreign exchange remittances, instant funds transfer, NRE/NRO/FCNR deposit bookings and investment documentation. Achievements: # Qualified and Attended a Training in Financial Planning and Advisory conducted at Zurich Development Centre in Zurich, Switzerland in May 2011. Show less
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Senior Investment Consultant
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Jan 2009 - Apr 2010
* Develop various tools/ strategies for analyzing financial portfolios.* Conducting reviews of the financial portfolios and develop strategies for analyzing financial portfolios.* Exploring any new investment project available in the region, analyze that and advise clients accordingly.* Conducting reviews of the Financial Portfolios and develop strategies based on risk profiles and prepare customized asset allocations.
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Investment Consultant
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Jan 2006 - Dec 2008
* Analyze Global market conditions periodically and device investment strategies in consultation with department head.* Updating clients with reports on Key economic trends, market movements and its implication on portfolio.* Formulate market views and opinion based on Global market conditions and advise clients accordingly.*Active participation in departmental fortnightly meetings and Global monthly meetings.
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Barjeel Geojit Securities
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jan 2005 - Dec 2005
*Analyzing Global markets, Individual stocks, Bonds and Commodities. *Generating Market reports. * Advising clients on Portfolio structuring and Asset allocation. * Advising clients on various investment options- Mutual funds, stocks and bonds. * Maintaining relationships with Mid to High Networth Clients and advising them of any new investment opportunity. *Analyzing Global markets, Individual stocks, Bonds and Commodities. *Generating Market reports. * Advising clients on Portfolio structuring and Asset allocation. * Advising clients on various investment options- Mutual funds, stocks and bonds. * Maintaining relationships with Mid to High Networth Clients and advising them of any new investment opportunity.
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Bajaj Capital Ltd
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India
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Financial Services
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700 & Above Employee
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Investment Analyst
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Oct 2002 - Nov 2004
* Analyzing Financial Information relating to specific Industry/ companies to filter out undervalued sectors & companies. *Analyzing market information and data to forecast business, industry and economic conditions for use in making investment decisions. *Preparation of market outlook reports and recommendation for Portfolio Allocation, Investment timing, Buy & Sell for management and advisors for advising their clients. * Analyzing Financial Information relating to specific Industry/ companies to filter out undervalued sectors & companies. *Analyzing market information and data to forecast business, industry and economic conditions for use in making investment decisions. *Preparation of market outlook reports and recommendation for Portfolio Allocation, Investment timing, Buy & Sell for management and advisors for advising their clients.
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Delhi University
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E-Learning Providers
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1 - 100 Employee
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MBA Student
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Jul 2000 - Jun 2002
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HDFC Bank
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India
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Banking
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700 & Above Employee
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Asst Manager-Investments
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Jun 1998 - Jun 2000
Handling a marketing team for investment products
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Business Development Executive
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Jan 1997 - May 1998
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Somani Tiles
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Mining
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Production Engineer
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Aug 1995 - Dec 1996
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Education
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2019 - 2020
The Canadian Institute of Financial Planning (CIFP)
Registered Financial and Retirement Advisor -
2019 - 2019
IFSE Institute
Canadian Investment Funds, Financial Planning and Services -
2017 - 2017
Canadian Securities Institute
Canadian Securities Course -CSC, Banking, Corporate, Finance, and Securities Law -
2017 - 2017
Canadian Securities Institute
Investment Funds in Canada-IFIC, Banking and Financial Support Services -
2008 - 2008
Indian School of Business
Executive Programme on Private Equity & Venture Capital, Venture Capital & Private Equity -
2000 - 2002
Delhi University
MBA, Banking, Corporate, Finance, and Securities Law -
2000 - 2002
Guru Gobind Singh Indraprastha University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Community
