Mahek Jain
360 One I CFA Level 3 Candidate I Ex Mercer
- Role
- Portfolio Strategy at 360 ONE
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Mahek Jain
As a wealth management professional at 360 ONE, I work closely with Investment Counselors…
Experience
Portfolio Strategy
Jan 2025 — Present
1.Deliver tailored portfolio reviews for UHNI clients, analyzing Mutual Funds, PMS, AIFs, Bonds, and alternative asset classes using tools like Morningstar, ACE MF, and Bloomberg2. Collaborate with RMs and Investment Counselors to craft personalized investment strategies aligned with client goals, risk profiles, and market conditions3. Monitor portfolio performance and market trends, proactively identifying risks and recommending strategic adjustments backed by in-depth research and data-driven insights.
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