Mukti S.

Product Lead , SVP -Investment Products at Motilal Oswal Wealth, Honoured with Indias Top Women in Finance 2023 and 40 under 40 Alternative Investment Professional 2022 by Equalifi, Open Water Certified Diver

Role
Product Lead Senior Vice President Investment Products at Motilal Oswal Private Wealth
Location
Mumbai, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mukti S.

Around 20 years of experience in different facets of financial service industry with core competency in Product development, innovation & management, Strategic Projects, Research and analysis in key financial areas, Training and Development Passionate about research and analysis, reading, engaging with people, grooming young talent, helping under privileged children, scuba diving and participating in marathons. Guest Faculty at TAPMI Institute, Manipal

Experience

  1. Product Lead Senior Vice President Investment Products

    Motilal Oswal Private Wealth

    Feb 2016 — Present · Mumbai, IN

    Responsible for strategizing and promoting alternate ( private equity/venture capital/private credit/real estate), fixed income and equity funds business through detailed due diligence of managers and funds, end to end launch of new products, providing solution based and market insights, managing effective yield on assets, etcAccolades : Promoted to Senior VP from VP in Oct 2021 and to VP from AVP in October 2018. Awarded several annual and quarterly accolades by the top management

Education

  • American Academy of Financial Management, USA and India

    Chartered Wealth Manager

    2014 — 2014

  • Eastern Institute For Integrated Learning & Management

    Bachelor of Business Administration, Finance

    2001 — 2004

  • CFA Institute

    CFA level 1, Finance and Financial Management Services

    2018 — 2018

  • ITM Business School

    Post Graduate Diploma, Business Management(Finance)

    2004 — 2006

  • Chartered alternate investment association

    CAIA level 1, Alternate investment

Skills

  • Derivatives
  • Product Management
  • Financial Services
  • Investments
  • Capital Markets
  • Relationship Management
  • Investment Advisory
  • Fixed Income
  • Banking
  • Asset Management
  • Asset Managment
  • Business Strategy
  • Financial Planning
  • Portfolio Management
  • Wealth Management
  • Equities
  • Investment Banking
  • Financial Markets
  • Product Innovation
  • Management
  • Equity Research
  • Financial Modeling
  • Mutual Funds
  • Financial Analysis
  • Team Management

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Mukti S. — Product Lead Senior Vice President Investment Products at Motilal Oswal Private Wealth in Mumbai, IN | Unifers