Arzan Ichhaporia
Investment Advisor | Wealth Management - Products | Personal Financial Advisor
- Role
- Personal Financial Advisor at Ono
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Arzan Ichhaporia
As a Wealth Management professional, I cater to the ever evolving and unique economic and life situation of various individuals and corporates. I believe that along with personalized service, designing and providing the clients with the right financial products and customized offerings is a must for client satisfaction and retention. As a Certified Financial Planner (CFP), Chartered Wealth Manager (CWM) and a Chartered Financial Analyst (CFA), I can contribute to the growth of the business through knowledge across Investment Planning and Analysis, Portfolio Management, Asset Allocation, Relationship Management, Wealth Management and Retirement planning along with exceptional analytical abilities, creativity and temperament to multi-task.
Experience
Personal Financial Advisor
Feb 2018 — Present · Mumbai, IN
Developing Financial Planning models as per the need of the clients. Managing portfolio reviews and client interactions with regards to goal planning and risk management Developing strategies and portfolio solutions for ticket sizes upwards to 20cr. Creating Capital Allocation frameworks to create portfolios based on Risk Budgets and Asset Allocation requirements. Creating portfolio strategies related to AIF, PMS, Structured Products, Credit Risk, Pvt Placements and Real Estate. Managing AUM for distributors for Portfolio Solutions, Risk Management and Investment Advisory Created Chat flows and conversations for the “Artificially Intelligent money manager” that helps users track, manage and optimize their money when spending either via expenses or investments. Produced content and articles for various websites, blogs and clients as a Ghost Writer.
Education
CFA Institute
CFA
2016 — 2019
The American Association of Financial Management
Chartered Wealth Manager
2014 — 2014
Mumbai University Mumbai
Bachelor of Commerce (B.Com.)
2007 — 2010
Financial Planning Standard Board of India
Certified Financial Planner
2012 — 2012
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