Altaf M.
Financial Planning & Investment Analyst | Wealth Management | Portfolio Analysis | Mutual Funds, PMS & AIF Research | AMFI Registered | CFA Candidate.
- Role
- Financial Planning & Investment Analyst at Beyond Life Financial Services
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Altaf M.
Finance professional with 3+ years of experience across wealth management, financial planning, and capital market analysis, currently supporting advisory services for HNI and Ultra-HNI clients with crore AUM exposure. My experience includes goal-based financial planning, portfolio performance analysis, mutual fund and PMS research, and preparation of investment insights to support informed client decisions.I am particularly interested in investment research, portfolio analytics, and long-term wealth strategy development, and I am continuously strengthening my expertise through the CFA Program while enhancing my analytical skills in financial modeling, Excel-based analysis, and market research.I aim to contribute to investment research, asset management, and advisory roles where data-driven analysis and strategic thinking drive meaningful portfolio outcomes.Let’s connect and explore how we can collaborate to create value in the ever-evolving world of finance.
Experience
Financial Planning & Investment Analyst
Beyond Life Financial Services
Sep 2024 — Present · Mumbai, IN
Working directly with the Founder and senior advisory team at Beyond Life Financial Services, I support the management of crore Assets Under Management (AUM), contributing to goal-based personal financial planning and portfolio advisory services for HNI, Ultra-HNI clients, and institutional investors including asset management companies.Key Responsibilities:• Contribute to development of comprehensive goal-based financial plans by analyzing client assets, liabilities, cash flows, insurance coverage, and long-term investment objectives• Conduct research and analysis on Mutual Funds, PMS, AIFs, and equity portfolios to support diversified and tax-efficient investment strategies• Prepare portfolio performance reviews, financial planning reports, and investment presentations for HNI and Ultra-HNI advisory meetings• Support Senior Relationship Managers during client meetings, assisting in discussions related to asset allocation, portfolio review, and long-term financial planning• Coordinate with product partners, PMS teams, and back-office functions to ensure smooth execution of client investment transactions and service requests• Maintain and update client portfolio data, reporting dashboards, and advisory records to support decision-making and client servicingTools & Platforms: ACE MF, Morningstar, NGen, Investwell, Salesforce CRM, Advanced Excel
Education
K.P.B Hinduja College of Commerce
Bachelor's Degree, Financial Market
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