About Me
Investment advisory professional with an MBA in Finance and 2 years of experience spanning client-facing investment advisory and financial planning analysis. Advised 50+ clients and their families at a SEBI-registered investment advisory on goal-based portfolio allocation, aligning recommendations with each client's risk tolerance, financial goals, and liquidity needs, while managing client onboarding, proactive portfolio monitoring, and long-term relationship management. NISM-certified Investment Adviser with the CISI Level 3 International Certificate in Wealth & Investment Management in progress. Multilingual client communicator (English, Hindi, Malayalam, Tamil) with a proactive, client-focused approach and strong grounding in investment products, tax-efficient planning, and regulatory compliance.
