Wealth Manager (Nariman Point)

Wealth Manager (Nariman Point)

09 Aug
|
Kredere Wealth Partner
|
Nariman Point

09 Aug

Kredere Wealth Partner

Nariman Point

- Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments.
- Creating PowerPoint presentations of client portfolios and recommendations.
- Interacting with clients to understand and resolve queries.
- Liaising with clients legal, accounts and tax advisors.
- Performing various financial calculations and simulations.

📌 Wealth Manager (Nariman Point)
🏢 Kredere Wealth Partner
📍 Nariman Point

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