Deepak Tolani

Account Manager @Anand Rathi Wealth Limited

Gurugram, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Account Manager @Anand Rathi Wealth Limited

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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

2017 — 2020

Mahatma Gandhi Kashi Vidyapith University, Varanasi

B. Com

N/A

JK Business School

PGDM

2002 — 2017

Sunbeam Academy, Samneghat

High school and intermediate

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.

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