Mrinal Kumar
Offering holistic Wealth Management by integrating tailored investment solutions with tax-efficient estate and succession planning.
- Role
- Senior Relationship Manager at Anand Rathi Wealth Limited
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
Experience
Senior Relationship Manager
Apr 2022 — Present · Pune, IN
As a Senior Relationship Manager at Anand Rathi Wealth Management, I provide bespoke wealth management solutions to high-net-worth individuals (HNIs) and families, with a strong focus on legacy planning and tax efficiency. My core responsibilities include:1. Building enduring relationships by understanding each client’s unique financial landscape, risk profile, and family dynamics.2. Advising on tax-saving strategies that align with long-term wealth goals while ensuring full regulatory compliance.3. Assisting clients in helping them plan their estates with clarity and legal soundness.4. Structuring and setting up ring-fencing mechanism towards wealth to ensure smooth intergenerational wealth transfer and asset protection.I act as a trusted advisor to my clients, combining technical knowledge with a relationship-driven approach to help them grow, preserve, and pass on their wealth efficiently.
Education
Pune Institute of Business Management
Master's degree, Marketing
2014 — 2016
Skills
- Microsoft Powerpoint
- Portfolio Management
- Microsoft Excel
- Team Management
- Microsoft Office
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