Arnold Rose

About Arnold Rose

Hii I am Investment Advisor for VR Wealth Advisors Pvt Ltd. I am a graduate specialized in Accounting and Finance & Mcom (management) from Lala Lajpat Rai College of Commerce and Economics, Mumbai. I am currently pursuing CWM from AAFM INDIA. My typical day of work involves providing professional financial services to clients. This ranges from monitoring and analyzing clients\' portfolios to preparing a full-fledged financial plan based on their goals and risk profile, Making necessary changes tactically in the portfolio of various clients, Providing investment recommendations based on their risk profile and their current asset allocation across various investment products such as Direct Equity, Domestic and International Mutual Funds, ETFs, NPS & REITs. I also provide a rationale for various underperformances in the portfolios if any. I have been very passionate about my career and life goals from a very early age. I try to always be self-motivated and hungry for knowledge. I like to keep myself active to learn more and more. I aim to create financial awareness not only among the literate society but also for those who don’t have resources or networks to understand the importance of investing. Going forward, I aspire to start my firm and do my bit for the nation and economy by creating few employment opportunities.

Experience

1. Associate Investment Advisor

   V R Wealth Advisors Pvt Ltd

   May 2022 — Present · Mumbai, IN

Education

• Lala Lajpatrai College of Commerce And Economics Lajpatrai Marg Mahalaxmi Haji Ali Mumbai 400 034

  Bachelor of Commerce - BCom, Accounting and Finance, A

  2014 — 2017

• Lala Lajpatrai College of Commerce And Economics Lajpatrai Marg Mahalaxmi Haji Ali Mumbai 400 034

  Mcom, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES, A

  2017 — 2019