Charul S.
Senior Wealth Manager @Invest Aaj For Kal
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WORK HISTORY
Senior Wealth Manager @Invest Aaj For Kal
EDUCATION
St. Joseph's Public School
Schooling
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Finance and Financial Management Services
University of Kota
B.com
ABOUT CHARUL S.
Relationship Manager at Rupeezy, focusing on building relationships with Mutual Fund Distributors (MFDs) and supporting them in growing their business through the platform. Previously worked with Invest Aaj For Kal, where I progressed from Relationship Manager to Senior Wealth Manager, gaining experience in wealth management and client relationship management.I hold an MBA in Finance from Narsee Monjee Institute of Management Studies and a B.Com from University of Kota. I am also certified by National Institute of Securities Markets in Mutual Fund Distribution and Equity Derivatives. I enjoy working closely with partners and focusing on practical, client-oriented financial solutions.
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