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Mumbai Area, India India

Founder & Owner at Capital Advisors

Finance / Banking / Insurance

I have more than 20 years of experience with reputed organizations. My area of experience includes - Investment Advisory and Product Management, (8 years+) Discretionary Portfolio Management (5 years) and Equity Broking as Sales-side Analyst (equity research analyst and Strategist role - 6 years). Further - I have worked with both – Banking and Non-Banking - entities and hence I am well aware of its internal processes and policies. I have an extensive knowledge of setting up Product Platform (including Direct Equities, Fixed Income, Mutual Fund, Structured Product, Real Estate, TFS besides overall Strategic and Tactical Asset Allocation) for Private Clients and High Net-worth famili.