Experience

Dezerv

• India
• Investment Management
• 100 - 200 Employee

• Business Team

  • Sep 2023 - Present



360 ONE Wealth

• Financial Services
• 200 - 300 Employee

• Principal

  • Jul 2022 - Aug 2023

• Associate Principal

  • Apr 2016 - Jul 2022

  My role involves - - Identifying, prospecting and acquiring high networth clients - Advising promoter families, senior professionals and corporates on their financial portfolio - Implementing investment strategies basis client's risk profile, asset allocation, goals and objectives - Managing portfolios with exposure to a wide range of investment products across asset classes like Equity, Fixed Income, Real Estate, Commodities, VC/PE, etc. - Facilitating Wealth Advisory… Show more My role involves - - Identifying, prospecting and acquiring high networth clients - Advising promoter families, senior professionals and corporates on their financial portfolio - Implementing investment strategies basis client's risk profile, asset allocation, goals and objectives - Managing portfolios with exposure to a wide range of investment products across asset classes like Equity, Fixed Income, Real Estate, Commodities, VC/PE, etc. - Facilitating Wealth Advisory Solutions like Wealth Structuring, Tax Optimization, Trust and Estate planning, Credit Solutions



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Summer Intern

  • Apr 2015 - May 2015

  - Study of revised 'Priority Sector Lending' guidelines; conducted an Impact Analysis on Barclays. - Helped advise and coordinate all activities of the bank with respect to regulatory compliance. - Verified Basel III Pillar 3 disclosures in financial statements of Barclays. - Compiled Tranche III Risk Based Supervision data for reporting to RBI. - Study of revised 'Priority Sector Lending' guidelines; conducted an Impact Analysis on Barclays. - Helped advise and coordinate all activities of the bank with respect to regulatory compliance. - Verified Basel III Pillar 3 disclosures in financial statements of Barclays. - Compiled Tranche III Risk Based Supervision data for reporting to RBI.



Macawber Beekay Private Limited

• Noida Area, India

• Engineering Intern

  • Jun 2013 - Jul 2013

  Study of fabrication & assembly of 'Dense Phase Pneumatic Conveying System' for handling bulk materials. Study of fabrication & assembly of 'Dense Phase Pneumatic Conveying System' for handling bulk materials.



Escorts Kubota Ltd. - Construction Equipment

• India
• Machinery Manufacturing
• 100 - 200 Employee

• Engineering Intern

  • Jun 2012 - Jul 2012

  Project report on fabrication & assembly of 'HD-85 Vibratory Rollers/ Compactors' Project report on fabrication & assembly of 'HD-85 Vibratory Rollers/ Compactors'