Deepak Dua
Associate Vice President at JM Financial Private Wealth
- Role
- Associate Vice President at JM Financial Ltd
- Location
- North Delhi, DL, IN
- LinkedIn followers
- 500 followers
Experience
Associate Vice President
Aug 2024 — Present · Delhi, IN
Associate Vice President | Wealth Management Expert | Client-Centric StrategistWith a strong background in wealth management and a deep commitment to client success, I currently serve as an Associate Vice President at JM Financial Private Wealth. In my role, I focus on developing tailored financial strategies that align with the unique goals and aspirations of high-net-worth individuals, families, and businesses.Throughout my career, I\'ve demonstrated a keen ability to understand market trends and leverage insights to enhance portfolio performance. My approach is grounded in building lasting relationships with clients, providing them with comprehensive financial solutions, and delivering exceptional service.Key areas of expertise include:Investment ManagementFinancial Planning and Analysis Wealth Preservation and Growth Client Relationship ManagementRisk Assessment and Mitigation. I am passionate about helping clients achieve their financial goals and am always open to new opportunities for collaboration and growth. Let\'s connect!
Education
Delhi University
Bachelor of Commerce (B.Com.)
2001 — 2004
Skills
- Mis
- Derivatives
- Relationship Management
- Portfolio Management
- Financial Modeling
- Equities
- Financial Markets
- Investment Banking
- Private Banking
- Capital Markets
- Banking
- Mutual Funds
- Team Management
- Wealth Management
- Investments
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