Experience

Castlefield

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Financial Adviser

  • Jan 2017 - Present

  I’ve always been interested in sustainable, responsible and impact investing and my attraction to Castlefield was the ‘Thoughtful Investor’ approach offered to clients. My work focuses on advising and engagement with clients about their investment objectives, aims and values. I look after a portfolio of clients and advise on a wide range of aspects of financial planning. I’ve always been interested in sustainable, responsible and impact investing and my attraction to Castlefield was the ‘Thoughtful Investor’ approach offered to clients. My work focuses on advising and engagement with clients about their investment objectives, aims and values. I look after a portfolio of clients and advise on a wide range of aspects of financial planning.



CASTLEFIELD PARTNERS LIMITED

• Senior Executive, Corporate Advice

  • Jan 2017 - Jan 2017

  My role offers the opportunity to provide investment and operational advice to corporate clients. I undertake analysis in order to provide business strategy recommendations and provide support in producing evaluation reports for clients. I also monitor and assist in any transaction our corporate clients are involved in, and I am required to proactively engage with businesses through this process. My role offers the opportunity to provide investment and operational advice to corporate clients. I undertake analysis in order to provide business strategy recommendations and provide support in producing evaluation reports for clients. I also monitor and assist in any transaction our corporate clients are involved in, and I am required to proactively engage with businesses through this process.



Anand Rathi Financial Services Ltd.

• Manager, Private Wealth Management

  • Jan 2013 - Dec 2015

  I supported the Portfolio Manager and Wealth Managers by conducting research on prospective investments, Financial Planning and Monitoring Portfolios for clients deligated to my team.I conducted fundamental research of prospective investments. I raised and maintained Assets under management through Client Service efforts with the supervision of my seniors.I was responsible for monitoring all my clients’ portfolio and providing regular performance feedback.Along with the above, I was also responsible for reviewing and updating client investment policies, performing risk assessments and performing due diligence on any new investment options. This role was client-facing which helped in developing my interpersonal and communication skills. It also helped me gain valuable experience in understanding this markets and industry.



E-novations Limited

• Graduate Business Development Programme

  • Oct 2011 - Nov 2012

  I supported the Manager in promoting and selling an EPOS-based Software called “Emperium”. This experience helped me develop significant client relationship skills along with other interpersonal and organisational skills. I worked closely with the accounts team for a period of 6 months as a part of my role where I was responsible for providing regular updates to the Director. I supported the Manager in promoting and selling an EPOS-based Software called “Emperium”. This experience helped me develop significant client relationship skills along with other interpersonal and organisational skills. I worked closely with the accounts team for a period of 6 months as a part of my role where I was responsible for providing regular updates to the Director.