Years of experience: 1
🏦 FinanceFinancial AnalystFinancial PlannerQuantitative AnalystPortfolio ManagerInvestment Management
Trust Score
Exceptionally trusted; proven professional excellence.
Bishal's Career Path
Jan. 2024 -Present
HSBCAssistant Manager - Wealth
India, Bengaluru- Understanding Client needs and wants.
- Building Financial Plans
- Providing financial advisory
- Managing client's portfolio.
- Delivering Portfolio.
- Tax Planning.