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Arjun Boura

Manager @FundsIndia

North Delhi, DL, IN
MOBILE NUMBERS
+91••••••••90

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WORK HISTORY

Apr 2024 — Present

Manager @FundsIndia

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

2009 — 2012

Guru Jambheshwar University

Bachelor of Business Administration - BBA

2014 — 2016

Amity University Noida

Master of Business Administration (MBA)

2007 — 2009

BR TYAGI SENIOR SECONDARY PUBLIC SCHOOL

10+2

2009 — 2012

Tecnia Institute of Applied Studies

Bachelor of Business Administration (BBA)

ABOUT ARJUN BOURA

Wealth Management Specialist | B2B Investment Advisory | Mutual Funds | Bonds | PMS | AIF | 8+ Years Experience

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