Manthan Kumar
Sr. Operation Executive at Banyan Capital Advisors
- Role
- Senior Executive at Banyan Capital Advisors Llp
- Location
- New Delhi, IN
- LinkedIn followers
- 500 followers
About Manthan Kumar
Hi there — thanks for visiting my profile! I’ve spent the last couple of years…
Experience
Senior Executive
Jan 2025 — Present · IN
Conduct in-depth financial research and market analysis to support investment decisions.Execute daily trades, manage liquidity, and coordinate with brokers/custodians.Maintain portfolio management software and reconcile client accounts for accuracy and compliance.Oversee client fund flows across investment products, including Mutual Funds (MFs), Portfolio ManagementServices (PMSs), Alternative Investment Funds (AIFs), and Private Equity/Venture Capital funds.Prepare regulatory reports for SEBI, compute tax liabilities for overseas clients, and analyze fund performance.Ensure accurate fee and expense reconciliations on a monthly/quarterly basis.
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