Deepak Tolani
Account Manager at Anand Rathi wealth limited | Helping out HNI\'s to grow, Protect and transmit their wealth through objective based Wealth Management |PGDM - Finance & Operations
- Role
- Account Manager at Anand Rathi Wealth Limited
- Location
- Gurugram, IN
- LinkedIn followers
- 500 followers
About Deepak Tolani
Looking forward for a bright and a prosperous career in the field of Financial Research. Ambitious, detail-oriented, eager to contribute towards the building of a strong team. Adapt quickly to challenges and changing environments. A blend of Smart and Hard work makes me efficient and keeps my attitude positive.
Experience
Account Manager
Mar 2023 — Present · Gurugram, IN
Assisting in Management of Assets of 75 Crores+.> Practicing Objective and strategy Based Wealth Management.>Portfolio Management and Restructuring.>Client Relationship Management.> Wealth Creation through Mutual Funds and Non-Principal Protected structured products.>Financial Planning and Performance Reporting.> Efficient Tax Planning.>Estate planning
Education
Mahatma Gandhi Kashi Vidyapith University, Varanasi
B. Com
2017 — 2020
JK Business School
PGDM
Sunbeam Academy, Samneghat
High school and intermediate
2002 — 2017
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.