My Story
I'm a finance professional with over 5 years of work experience in Wealth Management and Financial Services. Currently, I'm on break and in my last profile, I was associated with IIFL Securities Ltd- Private Client Group as a Senior Relationship Manager. My role was to help clients achieve their dreams and goals through proper asset allocation and managing their investment portfolios. I have worked as an investment advisor for my high-net-worth clients and have expertise in helping them with building a diversified investment portfolio suiting their needs and risk appetite. I'm good at managing money and have knowledge of financial products available in the market. I advise my clients across asset classes be it equity investments, debt, real estate, foreign investments, insurance or alternate assets by understanding their requirements.
On the academic front, I hold a strong educational qualification and I completed my MBA (Master in business administration) from IIM-Indore in 2017 and since then working in financial services. Currently, I'm based out of Mumbai, India and my hometown is near Ranchi, Jharkhand, India. I’m also a technology enthusiast person and active on various social media platforms to express my thoughts and how I spend my days. I'm well updated with recent trends be it exciting things happening in the field of Artificial intelligence (AI), Cryptocurrencies etc.
I'm a creative person and I love to travel and explore new places in my spare time. I like interacting with people from all genres and enjoy cooking as well. I'm a fitness enthusiast and being a morning person you can find me either at the gym or playing sports like badminton or swimming. Fitness, Netflix and work keep me busy throughout the day. I also take care of my mental health and practise mindfulness and meditation regularly to achieve maximum productivity in my daily life.
I have leadership in me and I successfully led a team in past. I'm a go-getter person and like to have a keen interest in the details of my work responsibility. I also possess skill sets like emotional quotient, people management, problem-solving and creative thinking. For more details, you can connect with me on the below platforms and come say hi to me.
