Ankit Kumar Singh
Investment Relationship Manager @Mirae Asset Sharekhan
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WORK HISTORY
Investment Relationship Manager @Mirae Asset Sharekhan
Acquiring and onboarding retail clients to expandAUM and SIP book• Conducting regular portfolio reviews and ensuringconsistent client servicing• Guiding clients on Mutual Funds and Equitysolutions based on financial goals• Reactivating inactive portfolios and promotingdisciplined investing habits• Supporting the branch team in meeting revenueand SIP growth targets• Maintaining a smooth client journey fromonboarding to servicing
EDUCATION
International College Of Financial Planning
PGDFP, Financial Planning & Wealth Management
Mahatma Gandhi Kashi Vidyapeeth
Bachelor of Commerce - BCom, Accounting and Finance
Mahatma Gandhi Kashi Vidyapeeth
Master of Commerce - M.Com, Accounting and Finance
Institute of Professional Banking (IPB)
Post Graduate Diploma in Retail Banking , Banking, Corporate, Finance, and Securities Law
Sunbeam Academy, Samneghat
Commerce
ABOUT ANKIT KUMAR SINGH
I am a finance professional specializing in investment advisory, portfolio management, and stock market analysis, driven by a passion for helping clients achieve long-term financial success. With strong expertise in mutual funds, equities, and insurance planning, I assist individuals and businesses in building sound, goal-oriented investment strategies aligned with their risk tolerance and financial objectives.
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