Devesh Chettiar
Relationship Manager @Moneyfrog Financial Services Pvt. Ltd
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WORK HISTORY
Relationship Manager @Moneyfrog Financial Services Pvt. Ltd
Mumbai, IN
Guiding clients in building long-term wealth through SIPs, mutual funds, and equity investments.• Managing and maintaining client relationships while assisting in goal-based financial planning.• Advising clients on market trends, investment opportunities, and portfolio diversification.• Bringing new business through client acquisition and referrals.• Coordinating with the equity team for trade execution and client portfolio management
EDUCATION
Somaiya Vidyavihar University
Bachelors in Financial Markets, Finance
ABOUT DEVESH CHETTIAR
Relationship Manager at Moneyfrog | Helping Clients Build Wealth through SIPs, Mutual Funds & Equity | Finance Graduate | Equity Market Enthusiast
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