Arjun Boura
Wealth Management Specialist | B2B Investment Advisory | Mutual Funds | Bonds | PMS | AIF | 8+ Years Experience
- Role
- Manager at FundsIndia
- Location
- North Delhi, DL, IN
- LinkedIn followers
- 500 followers
Experience
Manager
Apr 2024 — Present
Wealth Management Specialist | Mutual Funds | Bonds | PMS | AIF | B2B Investment Advisory | 8+ Years ExperienceWith over 8 years of progressive experience in the wealth management industry, I bring a deep understanding of investment strategies across Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). My expertise lies in building well-structured, diversified portfolios and delivering value-driven advisory solutions to meet the financial objectives of clients and partners.Currently, I serve as a Manager at FundsIndia, where I have been contributing for the past 1.5 years, focusing on a B2B wealth management model. My role involves developing strategic investment frameworks, managing high-value client relationships, and enabling business partners to deliver superior financial outcomes through innovative wealth solutions.Key Areas of ExpertiseEnd-to-End Wealth & Investment AdvisoryMutual Funds, Bonds & Fixed Income StrategiesPMS & AIF for HNIs & Institutional InvestorsB2B Wealth Management & Partner EngagementPortfolio Diversification & Risk-Return OptimizationStrategic Financial Planning & Client-Centric SolutionsI am driven by the mission to empower investors and partners with tailored investment strategies, ensuring sustainable financial growth and long-term value creation in dynamic market conditions.
Education
Guru Jambheshwar University
Bachelor of Business Administration - BBA
2009 — 2012
Amity University Noida
Master of Business Administration (MBA)
2014 — 2016
BR TYAGI SENIOR SECONDARY PUBLIC SCHOOL
10+2
2007 — 2009
Tecnia Institute of Applied Studies
Bachelor of Business Administration (BBA)
2009 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.