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Network Power500+ people
Roles
💸75%
Marketing
🧨75%
Consulting
🔥50%
Startup Founder
Geos
🇮🇳75%
India
🇱🇰25%
Sri Lanka
Work Background
Senior Manager
Nuvama WealthSenior Manager
Sep. 2025India, BengaluruStructure and manage client portfolios across Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), Market Linked Debentures (MLDs), Non-Convertible Debentures (NCDs), as well as both listed and unlisted securities. • Design and implement holistic wealth solutions leveraging equity, fixed income, commodities, structured products, derivatives, and pre-IPO/unlisted market strategies tailored to complex client requirements. • Drive estate planning and succession solutions, including legal structuring, will creation, trust advisory, and tax-efficient asset transfer. • Originate and facilitate real estate investment, lending solutions (including LAS, promoter funding, and working capital finance), and capital markets access. • Apply advanced asset allocation, risk management, and portfolio optimization methodologies, utilizing quantitative, fundamental, and technical research— particularly for sophisticated instruments and hedging with derivatives. • Ensure regulatory, compliance, and operational due diligence for all alternative and traditional investment products. • Build and maintain collaborative relationships with key stakeholders, including clients, product specialists, research analysts, compliance, legal, operations, and external financial ecosystem partners (fund managers, capital market intermediaries, custodians, and lenders).
Assistant Manager - Wealth
HSBCAssistant Manager - Wealth
Jan. 2024 - Aug. 2025India, Bengaluru- Understanding Client needs and wants. - Building Financial Plans - Providing financial advisory - Managing client's portfolio. - Delivering Portfolio. - Tax Planning.
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