Monisha Mohandas
Relationship Manager @Pygmalion Wealth
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WORK HISTORY
Relationship Manager @Pygmalion Wealth
Bengaluru, IN
Maintained strong relationships with high-net-worth individuals (HNIs) and institutional clients, advising them on investment strategies, asset allocation, and portfolio management- Analyze market trends and financial products to recommend bespoke investment solutions, integrating insights from sectors with high-growth potential- Conduct due diligence on select private market opportunities, including early-stage investments and alternative assets, evaluating risk-return profiles to support client decision-making- Collaborate cross-functionally to develop research-backed investment strategies, aligning client objectives with emerging opportunities in high-growth sectors- Prepare periodic investment reports with insights into market developments, including startup ecosystem trends in India and innovations in sectors like FinTech, MedTech, and consumer tech.
EDUCATION
Simon Fraser University
Bachelor of Arts - BA, Economics
ABOUT MONISHA MOHANDAS
Hello! I\'m an aspiring Business Analyst with a passion for transforming data into…
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