Ayan Ali Syed
Private Wealth Manager | Investment Advisor | Portfolio Management | HNW Client Relations | Anand Rathi Wealth
- Role
- Account Manager at Anand Rathi Wealth Limited
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Ayan Ali Syed
Investment professional with over 2 years of experience in Wealth Management and Financial Advisory at Anand Rathi Wealth Limited. I specialize in managing comprehensive investment portfolios for High Net Worth Individuals (HNWIs), with a focus on asset allocation, risk management, and long-term wealth creation.Core Expertise:Portfolio Strategy: Expert in curating personalized plans for Asset Management.High-Performance Track RecordClient Retention: Proven ability to build trust with high-value clients through estate planning, audit support, and transparent advisory.
Experience
Account Manager
Nov 2023 — Present · Pune, IN
Portfolio Management: Managed a dedicated book of HNW clients. Structured customized investment strategies across Mutual Funds, Equity, and alternative investments.Strategic Advisory: Conducted detailed portfolio audits and risk profiling to rebalance client investments, ensuring alignment with changing market conditions and personal financial goals.Estate & Legacy Planning: Assisted clients with Will creation, Trust formation, and inter-generational wealth transfer strategies.Operational Excellence: Streamlined client onboarding and documentation processes, ensuring zero compliance lapses in a strictly regulated environment.
Education
Ramachandran International Institute Of Management (RIIM Pune)
PGDM, Finance and Financial Management Services
Barkatullah University, Bhopal
Bachelor's degree, Business/Commerce, General
2017 — 2020
Barkatullah University, Bhopal
Master's degree, Business/Commerce, General
Ramachandran International Institute Of Management (RIIM Pune)
Postgraduate Degree, Finance and Financial Management Services
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