Deepaksairaja K M
Simplifying Wealth Management | Wealth Advisor | Anand Rathi Wealth Ltd | IIM
- Role
- Financial Advisor at Ar Digital Wealth
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Deepaksairaja K M
I am working as a private wealth manager with the accomplishment of providing…
Experience
Financial Advisor
Jun 2021 — Present · Bengaluru, IN
1.Assisted in managing over INR 350 Crores of Assets under Management (AUM) spread across 60 client families.2.Built accurate asset allocation models and conducted risk- tolerance assessment by analyzing the financial needs of clients and educated them on the potential risks and rewards associated with various investments. Proposed data backed exit strategies from conventional financial instruments and implemented new investment products like Non PP Structured product which generated better alpha in client portfolios. Demonstrated success in collaborating with different stakeholders to provide the clients with banking products/ solutions, distribution and service support.
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.