Kunal Jain
Deputy Manager at Asit C. Mehta Investment Interrmediates Ltd.- Claim this Profile
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Bio
Experience
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Investmentz
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India
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Capital Markets
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200 - 300 Employee
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Deputy Manager
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Apr 2014 - Present
India >> Handling HNI, PCG clients >> Provide strategic quantitative models to high-net worth clients to reduce unsystematic risk. >> Identified & developed portfolio solutions including customized investment management >> Conducted comprehensive portfolio reviews to reevaluate objectives & projected portfolio performance. >> Formulated asset allocation strategies & developed proprietary investment models for client portfolios. >> Featured… Show more >> Handling HNI, PCG clients >> Provide strategic quantitative models to high-net worth clients to reduce unsystematic risk. >> Identified & developed portfolio solutions including customized investment management >> Conducted comprehensive portfolio reviews to reevaluate objectives & projected portfolio performance. >> Formulated asset allocation strategies & developed proprietary investment models for client portfolios. >> Featured speaker at monthly retail & high-net worth seminars for clients & their prospects
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Associate Manager
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Apr 2013 - Present
India
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Senior Executive
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Dec 2011 - Present
India
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Dealer
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Aug 2009 - Nov 2011
India Handling Company‘s DP and Institutional Clients for their trades.
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Education
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2013 - 2014
Symbiosis institute of Management Studies
Post Graduation Diploma, Finance and Financial Management Services -
2006 - 2011
St. Xavier's College
Bachelor's Degree, Commerce
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