Kuldeep Chavan
MMS FINANCE | BAF | CRA ( Certified Research Analyst ) | NISM 8 & NISM 15 | Finance Cell Member | Placement Cell Member at VESIM - Vivekanand Education Society Institute of Management Studies & Research.
- Role
- Investment Portfolio Advisor at Mirae Asset Sharekhan
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Kuldeep Chavan
I am currently working as an Investment Portfolio Advisor at Mirae Asset Sharekhan and…
Experience
Investment Portfolio Advisor
Mar 2026 — Present · Mumbai, IN
Advising clients on investment opportunities across Equity, Mutual funds, PMS, AIFs, and SIFs based on their risk profile and financial goals. Responsible for portfolio construction, tracking market trends, and recommending strategies such as SIP, SWP, STP, and asset allocation to optimize returns and manage risk. Focused on building long-term client relationships through regular portfolio reviews, financial planning, and disciplined wealth creation.
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