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 (India)
🏢 Kredere Wealth Partner
📍 India
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