Siddharth Nichani
Sales Specialist at Unlistedkart- Claim this Profile
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Bio
Experience
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Unlistedkart
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India
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Financial Services
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1 - 100 Employee
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Sales Specialist
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Feb 2022 - Present
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Self-employed
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Real Estate
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1 - 100 Employee
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Independent Financial Advisor
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Mar 2019 - Present
As a Independent Financial Advisor , I analyze each Individuals financial situation and investments. My core competence is Financial planning, whereby I collate all financial details of the client, analyze the data and interpret the data in the form of a detailed Financial plan report. The report consists of the Client's Risk profile, Personal balance sheet, Income and Expenditure account and detailed Goal sheet. Currently deal majorly with the Unlisted/ Pre-IPO shares, Mutual Funds & Private Equity services. Having an overall experience in sales for over 12+ years in Wealth Management & Portfolio management services with Banks. Area of expertise includes managing institutional clients, channel distribution, relationship management, wealth management, asset allocation for clients, investors education. Show less
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Business Owner
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May 2019 - Apr 2021
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Education
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2006 - 2009
Jain (Deemed-to-be University)
Graduate in Finance, Finance and Financial Management Services
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