Experience

Emkay Wealth Management

• India
• Financial Services
• 1 - 100 Employee

• Partner

  • Nov 2022 - Present

  Managing HNI, UHNI and Corporate with regards to their Investments and other Financial needs such as Investment Banking, Merchant Banking, Debt Syndication, Listing and Estate Planning. Managing HNI, UHNI and Corporate with regards to their Investments and other Financial needs such as Investment Banking, Merchant Banking, Debt Syndication, Listing and Estate Planning.



Motilal Oswal Wealth Limited

• India
• Financial Services
• 100 - 200 Employee

• Vice President

  • Oct 2021 - Dec 2022

  Manage Wealth & Plan Estate Manage Wealth & Plan Estate


MOTILAL OSWAL WEALTH MANAGEMENT LIMITED
• India
• Financial Services
• 100 - 200 Employee
• AVP

  • Sep 2017 - Sep 2021


Icici Securities Private Wealth Management

• Senior Financial Advisor

  • Nov 2014 - Sep 2017

  Investment Advisory, Investment Banking, Funding - Private Equity & Debt Restructuring & Syndication and Facilitate Clients on Real Estate Portfolio's (Residential as well as Commercial). Wealth management, Managing Assets, Facilitating clients n their Real Estate Investment Advisory, Investment Banking, Funding - Private Equity & Debt Restructuring & Syndication and Facilitate Clients on Real Estate Portfolio's (Residential as well as Commercial). Wealth management, Managing Assets, Facilitating clients n their Real Estate



Moneyplant F

• 1 - 100 Employee

• Director

  • Aug 2011 - Oct 2014

  The company is collectively promoted and managed by a Certified Financial Planner, a Chartered Accountant and a Company Secretary to provide comprehensive and holistic financial, accounting and legal solutions in a timely and cost effective manner. The company is collectively promoted and managed by a Certified Financial Planner, a Chartered Accountant and a Company Secretary to provide comprehensive and holistic financial, accounting and legal solutions in a timely and cost effective manner.



Independent Financial Advisor

• Financial Services
• 1 - 100 Employee

• Certified Financial Planner

  • Oct 2009 - Aug 2011

  Follow the Six Step Financial Planning Process to understand the client needs & objectives, Risk Profile and to present solution or Planner. Suggest the products in line with the Financial Plan and manages client's total portfolio and provide update on periodic basis. Follow the Six Step Financial Planning Process to understand the client needs & objectives, Risk Profile and to present solution or Planner. Suggest the products in line with the Financial Plan and manages client's total portfolio and provide update on periodic basis.



HSBC Bank ltd

• Associate Vice President, Premier

  • Jun 2008 - Aug 2009

  Handling 60 - 70 active HNI's, nurture existing relationship and to add new relationship, do need analysis, cross sell Investments and Insurance basis need analysis and to do appraisal for Service Manager attached. Handling 60 - 70 active HNI's, nurture existing relationship and to add new relationship, do need analysis, cross sell Investments and Insurance basis need analysis and to do appraisal for Service Manager attached.



ABN AMRO Bank

• Netherlands
• Banking
• 700 & Above Employee

• Relationship Manager, Van Gogh Preferred Banking

  • Jul 2004 - Jun 2008

  To handle 60 active HNI's, Understand their needs and Objectives and suggest them investments and insurance in line with their objectives and risk profile. To handle 60 active HNI's, Understand their needs and Objectives and suggest them investments and insurance in line with their objectives and risk profile.