Dhiraj Kejriwal

B.Com(H) | CA | CS | CFA® Charterholder (USA) Offering Investments, Tax and Estate Planning Solutions to HNI Families

Role: Account Manager- Wealth Management at Anand Rathi Wealth Limited
Location: Pune, IN
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Dhiraj Kejriwal

Finance professional with 5.5+ years of experience managing HNI/UHNI portfolios and…

Experience

Account Manager- Wealth Management
Anand Rathi Wealth Limited
Dec 2022 — Present · Pune, IN
Financial Planning, Portfolio Strategy, Reporting & Client Servicing- a. Assistance in making of financial plans for clients as per Client needs. b. Reporting the performance of the portfolio at regular intervals and highlight the asset allocation and IRR. c. Highlighting how clients’ actual portfolio is in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio. d. Identifying opportunities within the client existing portfolio based on product team recommendations across – -MFs-Market Linked Debentures (MLDs)-Change in the house view on various asset classes -Alternatives e. Attending to client queries2. Business development3. Documentation/ Operations.

Contact information

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•••••@anandrathiwealth.in
Personal email
•••••@•••••.com
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Current company

Anand Rathi Wealth Limited

Financial Services · 1.5K employees · Founded 2002 · Mumbai, India

Anand Rathi Wealth Limited (ARWL) is an NSE500-listed company dedicated to simplifying wealth creation for high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). Since 2002, we have been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to long-term financial success. As one of India's leading wealth firms, we specialise in creating, protecting, and seamlessly transmitting wealth through structured, data-backed, and transparent processes. We have been certified as a Great Place to Work for the last eight years, a testament to our organisational culture that fosters trust, collaboration, and excellence. What Sets Us Apart Our approach is fearless, uncomplicated, data-driven, and transparent. We build objective-driven wealth strategies uniquely suited to each client's goals, empowering them with clarity and confidence at every step of their wealth journey. Our Offerings Wealth Creation | Risk Management | Tax Planning | Estate Planning Our Reach With a presence across 18+ locations in India and an international representative office in Dubai, our Relationship Managers bring an average tenure of 8.8 years, ensuring deep expertise and continuity in every client relationship. Discover more: https://www.anandrathiwealth.in/ Follow us for insights, updates, and opportunities.

anandrathiwealth.in

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About Dhiraj Kejriwal

Experience

Account Manager- Wealth Management

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