Kailash Bohra
“Helping Entrepreneurs & Families Build Generational Wealth | Private Wealth Advisor | FundsIndia”
- Role
- Associate Principal at FundsIndia
- Location
- Jodhpur, RJ, IN
- LinkedIn followers
- 500 followers
About Kailash Bohra
With over a decade of experience in financial services, FundsIndia leverages their expertise to provide High-Net-Worth Individuals (HNI) with personalized investment strategies. Their work focuses on crafting portfolios that span equities, mutual funds, PMS, and alternative financial instruments, optimizing returns while maintaining a strong emphasis on risk management and compliance. FundsIndia emphasizes a client-centric approach, tailoring solutions to align with individual financial goals and preferences. By staying ahead of market trends and offering comprehensive advisory services, they help clients achieve long-term wealth preservation and growth. Their commitment to trust, transparency, and performance ensures enduring client relationships and financial success.
Experience
Associate Principal
May 2025 — Present · Jodhpur, IN
Education
ICFAI
PGPM
2012 — 2014
Jai Narayan Vyas University
Bachelor of Commerce (B.Com.) honors
2009 — 2012
Skills
- Market Research
- Initiator
- Customer Service
- Finance
- Marketing
- Account Reconciliation
- Microsoft Word
- Business Development
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Microsoft Office
- Teamwork
- Banking
- Team Management
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