Arvind Tiwari

WORK HISTORY

EDUCATION

ABOUT ARVIND TIWARI

I am specialized in delivering comprehensive and tailored wealth management solutions to HNIs/UHNIs & providing Treasury Management Solutions tailored to Corporate Clients. With over 16+ years of extensive experience in the financial industry and holding the esteemed designation of a Certified Financial Planner (CFP), I leverage my expertise to deliver optimal financial strategies and solutions that align with the unique goals and needs of Investors Key Expertise : Wealth Management : Expertise in managing HNI/ UHNI & Corporate portfolios, providing personalized investment solutions. Equity & Derivatives : In-depth knowledge of equity markets, stock selection strategies, and derivative instruments for risk management and leverage. Alternative Investments : Experience with hedge funds, private equity, real estate, and other non-traditional assets to diversify portfolios. Global Investments : Proficiency in identifying international investment opportunities, assessing geopolitical risks, and optimizing cross-border tax strategies. Mutual Funds & Structured Products : Strong understanding of mutual fund structures, selection processes, and creating bespoke structured products tailored to clients\' risk appetites. Private Equity : Skilled in evaluating, and managing private equity investments, with a focus on maximizing returns through strategic partnerships. Estate & Succession Planning : Comprehensive experience in developing estate planning strategies, minimizing tax liabilities, and ensuring smooth intergenerational wealth transfer. Client Relationship Management : Exceptional ability to build and maintain strong client relationships, providing high-touch service and customized financial advice. Risk Management : Expertise in developing and implementing risk management strategies to protect client portfolios in volatile market environments. Financial Planning & Advisory : Strong background in long-term financial planning, including retirement planning, tax optimization, and legacy planning.