Kiran Nate
Portfolio Head - Wealth Management at IDFC First Bank
- Role
- Portfolio Head - Wealth Management at IDFC FIRST Bank
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Kiran Nate
Offering over 15 years of experience: 11 years in the domain of funds research (both equity and debt funds) including operational due diligence of Asset Management Companies (AMCs). Working with CRISIL since September 2014; have hands on experience in Mutual Fund Ranking, Operational due diligence for MFs, AIFs and PMS, Fund Research Notes, Asset Allocation models, ULIP Ranking, Mutual Fund Awards in collaboration with CNBC TV 18, AIF Performance Benchmarking in India. Have 7 years of experience with brokers such as Ventura Securities (3 yrs) and Intime Equities (4 yrs) in Mutual Fund Research. Primarily focused on preparing research reports, newsletter, writing succinct and reader friendly articles on financial topics, product note etc. Good knowledge of financial modeling, equity research and portfolio management. Exceptionally excellent in Word, Power Point Presentation and Advanced Excel such as Graphs, V-lookup, Pivot, Macros etc.
Experience
Portfolio Head - Wealth Management
May 2022 — Present · Mumbai, IN
Education
Mulund College of Commerce
Bachelor of Management of Studies (BMS)
2000 — 2003
GARP, USA
FRM
2015 — 2015
VESIMR
MBA
2003 — 2005
Financial Planning Standards Board, India
CFP
2008 — 2008
CFA Institute, USA
CFA
2018 — 2018
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