Experience

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  Guardian Holdings Pvt. Ltd. (India)

  • Hyderabad, Telangana, India

  • Business Head

    • Jul 2022 - Present
    • Hyderabad, Telangana, India

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  INDmoney

  • Bengaluru, Karnataka, India

  • Financial Planning Manager

    • Nov 2021 - Jul 2022
    • Bengaluru, Karnataka, India

    - Preparing Portfolio allocations & Strategy for HNI/UHNI Clients- Treasury Management for Corporates

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  THRIVE Wealth

  • Bengaluru, Karnataka, India

  • Financial Advisor

    • Apr 2021 - Aug 2021
    • Bengaluru, Karnataka, India

    - Identify potential prospects, communicate through relevant mediums and help potential clients to understand the products and services offered. - Understanding client requirement, preparing, and reviewing customized financial plans with the advisory team. - Coordinating with the advisory and the operations teams w.r.t. the execution of plans and hand holding the client in queries pertaining to the execution.- Stay in touch with existing clients and ensure that all their financial requirement and queries are being fulfilled.

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  Guardian Capital Investment Advisors Pvt. Ltd.

  • India
  • Financial Services
  • 1 - 100 Employee

  • Engagement Manager

    • Sep 2019 - Mar 2021

    - Responsible for managing set of clients having an AUM of 15 Cr+ which includes preparing/presenting the financial plans and Advising on client's finances- Responsible for conducting periodic portfolio reviews with the client and advise them accordingly- Coordinate with multiple internal teams and external vendors to provide services as per client requirements which include purchase of insurance, PMS and drafting wills and trust.- Identifying process and system improvements- Formulating asset allocation strategies and developed investment models for client portfolios.- Promptly resolve customer service issues and answer financial questions- Coordinating portfolio reviews with clients to regularly evaluate an investment’s performance toward achieving documented long-term financial goals- Part of research team evaluating mutual funds and PMS’s with value investment methodology

  • Senior Manager

    • Jul 2018 - Sep 2019

    - Responsible for managing set of clients having an AUM of 5 Cr + which includes preparing/presenting the financial plans and Advising on client's finances- Responsible for conducting periodic portfolio reviews with the client and advise them accordingly- Assisting Senior financial planner in building comprehensive financial plans for the clients- Assisting Research head in conducting research for Mutual funds/PMS/PE fund/Stocks- Constantly self learning in the space of financial markets

  • Junior Financial Planner

    • Nov 2017 - Jun 2018

    - Assisting Senior financial planner in preparing comprehensive financial plans for the clients- Assisting Research head in exploring Mutual funds/PMS/PE/Stocks - Co ordinating within in the team to service the client in the most efficient manner

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  StratCap Corporate Advisors LLP

  • India

  • Investment Banking Intern

    • Jun 2016 - Oct 2016
    • India

    -Gained experience on market research, Real estate modeling, Projects involving strategic solutions to businesses, developing business model for Start-up companies, strategic cold calling, making power point presentations to clients.

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  V rao and gopi chartered accountants

  • Hyderabad, Telangana, India

  • Audit Intern

    • Oct 2012 - Oct 2015
    • Hyderabad, Telangana, India

    Worked as audit intern as part of chartered accountancy course.In this period,I have worked with a team in handling statutory audits,internal audit,project finance,concurrent Audit,accounts,tax filings.