Madhav Bhalla
Wealth Manager | Passed CFA Level I | Ex-Finance Intern at Reliance Jio & StockGro | Finance Major (MSI’25) | Passionate about Investment Research & Wealth Advisory
- Role
- Junior Wealth Manager at Per Annum
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Madhav Bhalla
CFA Level I Cleared finance professional with experience across wealth management…
Experience
Junior Wealth Manager
Jun 2025 — Present · New Delhi, IN
Onboarded 50+ clients within 4 months, successfully pooling over ₹6 crore in investments across wealth management products.• Specialized in Peer-to-Peer Lending Investments and Fractional Real Estate Investments, aligning client portfolios with individual goals and risk profiles.• Developed expertise in client consultation, building trust-based relationships by understanding financial objectives and tailoring investment strategies accordingly.• Created and delivered investment presentations that simplified complex products, helping clients make confident decisions.• Proficiently utilized CRM tools for client management, ensuring smooth onboarding, tracking, and follow-ups.• Applied advanced Excel skills for portfolio tracking, performance analysis, and reporting to both clients and internal teams.
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