Namrata Vikam
Assistant Vice President - Investments and Family Office Team
- Role
- AVP - Investments and Family Office at ICICI Securities
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Namrata Vikam
Experienced Product Manager with a demonstrated history of working in the financial services industry. Skilled in investment advice across equity, debt and alternate asset classes.I have been involved in making investment strategy at an organisation level, making pitchbooks and portfolio analysis for UHNI clients and corporate treasuries. Writing financial content is also something I really enjoy and have written content at an organisation level.
Experience
AVP - Investments and Family Office
May 2013 — Present · Andheri, IN
Responsibilities: 1.Design Pitch Books, Asset allocation strategies, Investment Proposals and Review reports under different risk profiles based on varying risk appetitesAnalytics:Design Monthly Investment Strategy report for the Private Wealth team & clientsFinancial Products:Mutual Funds, Private Equity, Bonds, PMS, Structured Products, Fixed/Company Deposits, Insurance, Real estate, Stocks/ETFsHighlights 1.Designed and developed the Investment Advisory MIS; This MIS helps in tracking the contribution of the department to the I Sec business and helps in reporting the key variables that govern the strategyResponsibilities:1.Designing HNI client\'s portfolio to understand their financial objectives and goals2.Assess risk appetite and gauge investment potential3.Recommend strategies to clients for achieving financial goals and objectives4.Discuss the investment opportunities available and explain risks related to particular investment / financial product
Education
Narsee Monjee College of Commerce and Economics
BMS, Finance
2003 — 2006
SIMSR
PGDM Financial Services, Finance, General
2011 — 2013
CFA Institute USA
CFA level 3 candidatee
2011
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