Deepak Tolani
Account Manager @Anand Rathi Wealth Limited
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WORK HISTORY
Account Manager @Anand Rathi Wealth Limited
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
JK Business School
PGDM
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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