Experience

ASP Finserv

• India
• Financial Services
• 1 - 100 Employee

• Associate - Family Office

  • Jan 2021 - Present

  • Contributed in setting up a new Family Office verticle , designing, Marketing, Branding & Website content. • Interacted with various Fund Managers and partnered with many Fund Houses and AMCs. • Designed new strategies for improving Family Office clients. • Getting new Family onboard (Products involved MFs, Direct Equity, Structured Trading Strategy, PMS, AIF, NCDs, Corporate Bonds/FDs, Private Equity etc) • Contributed in setting up a new Family Office verticle , designing, Marketing, Branding & Website content. • Interacted with various Fund Managers and partnered with many Fund Houses and AMCs. • Designed new strategies for improving Family Office clients. • Getting new Family onboard (Products involved MFs, Direct Equity, Structured Trading Strategy, PMS, AIF, NCDs, Corporate Bonds/FDs, Private Equity etc)



Narnolia Group of Companies

• India
• Financial Services
• 100 - 200 Employee

• Private Wealth Manager

  • Jun 2019 - Jan 2021

  • Experienced Wealth Manager with a demonstrated history of working in the Financial Services Industry. • Skilled in Customer Service, Communication, Strategic Planning, Customer Relationship Management and Sales & Service Management. • Strong Finance Professional. • Experienced Wealth Manager with a demonstrated history of working in the Financial Services Industry. • Skilled in Customer Service, Communication, Strategic Planning, Customer Relationship Management and Sales & Service Management. • Strong Finance Professional.