Ayushi Rajak
Senior Wealth Manager @Nuvama Wealth
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WORK HISTORY
Senior Wealth Manager @Nuvama Wealth
New Delhi, IN
Manage and advise client portfolios across asset classes including Private Equity, AIFs, PMS, Structured Products, Fixed Income, NCDs, Unlisted Shares, Mutual Funds, Debt, and Direct Equity.Develop customized financial plans aligned with clients’ risk profiles, investment horizons, and wealth objectives.Identify, evaluate, and provide access to curated investment opportunities across public and private markets.Drive strategic asset allocation and portfolio diversification to optimize risk-adjusted returns.Conduct investment research, due diligence, and continuous portfolio performance monitoring.Build and maintain long-term client relationships through periodic reviews, market insights, and advisory support.Ensure adherence to regulatory standards while delivering holistic wealth management and financial planning solutions.
EDUCATION
Indian Institute of Management Bodh Gaya
Master of Business Administration - MBA, Business Administration and Management
Jamshedpur women's College
Bachelor of Commerce - BCom, Accounts
Kalinga Institute of Industrial Technology, Bhubaneswar
Master's degree, Accounting and Finance
ABOUT AYUSHI RAJAK
Senior Wealth Manager @Nuvama Wealth| ex-Sales and Marketing Specialist @Rentickle | IIM Bodhgaya ’25 | Masters in Commerce @KIIT 2022
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