Akshat Kumar
Wealth Management @ Anand Rathi Wealth Limited | Xavier Institute of Management ‘24 | Wealth Management Intern @ Kotak Securities | Finance Intern @ Tata Steel | Founder - Shaded Merch
- Role
- Management Trainee - Wealth Management at Anand Rathi Wealth Limited
- Location
- Hyderabad, IN
- LinkedIn followers
- 500 followers
About Akshat Kumar
Currently working as a finance professional specializing in wealth management, financial…
Experience
Management Trainee - Wealth Management
May 2024 — Present · Hyderabad, IN
Portfolio Management: Managing portfolios for 40+ high-net-worth clients, overseeing a total wealth close to ₹700 crores.• Cross-functional Collaboration: Coordinating with multiple teams to implement financial solutions,achieving returns of 12-18% based on client risk preferences.• Financial Analysis and Reporting: Collaborated on multiple industry reports, conducting meticulousresearch, using financial models, and performing channel checks.• Investment Planning: Demonstrated skills in financial market navigation, offering services ininvestment planning across diverse asset classes and specializing in tax optimization.
Education
University of Calcutta
Bachelor of Commerce - BCom
2019 — 2022
Xavier Institute of Management(XIM Bhubaneswar)
Master of Business Finance - MBF
2022 — 2024
Loyola School Jamshedpur
School
2006 — 2019
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