Amogh Gumaste
Account Manager @Anand Rathi Wealth Limited
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WORK HISTORY
Account Manager @Anand Rathi Wealth Limited
Lead execution of customized investment strategies for HNI and UHNI clients.•Present monthly, quarterly, and annual market outlooks aligned with Anand Rathi’s house views.•Develop portfolio strategies and identify optimization opportunities within existing allocations.•Foster long-term client relationships through a research-backed, data-driven advisory approach.•Advise UHNI clients on structured products and mutual funds to enhance portfolio performance.•Support clients in estate planning to ensure seamless wealth transition and legacy management.
EDUCATION
Thakur Institute of Management Studies and Research
PGDM, Finance
Thakur College of Science & Commerce
HSC, Science
Thakur College of Science & Commerce
Bachelor of Mass Media, Public Relations, Advertising, and Applied Communication
ABOUT AMOGH GUMASTE
Anand Rathi Wealth Limited.
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