<ul><li>Engaged in the development of customized Asset Allocation Models aligned with diverse risk-return profiles.</li><li>Overseeing equity portfolios for individual clients, managing investments with a minimum threshold of Rs. 1 lac.</li><li>Initiating the opening of Demat and ECAN accounts, crafting presentations for investor acquisition </li><li>Conducting comprehensive stock research, analyzing schemes, making investment selections, reviewing and rebalancing portfolios, crafting presentations for investor acquisition and conducting periodic research on market trends and sectoral momentum. Executing strategic financial planning to optimize alpha generation.<br></li></ul>