Jugal Chitalia
Wealth Manager @Mirae Asset Sharekhan
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WORK HISTORY
Wealth Manager @Mirae Asset Sharekhan
Mumbai, IN
Independently managed a personal book of 275+ HNI/UHNI clients with ₹50 Cr assets under management.Advised clients on Mutual Funds, PMS, AIFs, Bonds, and Corporate FDs, focusing on maximising investment returns aligned with client objectives.Specialised in portfolio restructuring and risk assessment to optimise long-term wealth creation.Provided strategic financial planning, including retirement planning and children\'s education funding, for long-term wealth security.
EDUCATION
The WallStreet School
Investment Banking Program , Accounting and Finance
Kohinoor College - India
Bachelor's degree
Amity University
PGDM , Finance and Financial Management Services
ABOUT JUGAL CHITALIA
As a Financial Planner and Wealth Management Professional, I bring extensive experience…
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