Great place to execute the challenges and opportunity to learn
Vice-President (Head) - Equity Advisory (Former Employee) – Mumbai, Maharashtra – October 16, 2018
Equity Advisory for UHNIs. Family Offices, Corporates etc by offering bespoke solutions. Portfolio Construction and Management alongwith continuous tracking for maximizing the return and minimizing the risk. Mapping of the entire database, growth of AuA, sales strategy, lead, recruit & motivate the team-members, Finalizing the Product nd Process notes having interface with various deptts and stakeholders. Long-term Investment stratgey alongwith short-term tactical outlook. Investment and trading ideas, Hedging the Portfolio etc.