Nandani Jalan
Partner at Nuvama Private | Helping Promoters, HNIs & Entrepreneur’s Money Work harder for Generational Growth
- Role
- Partner at Nuvama Private
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
Experience
Partner
Jul 2025 — Present · Indore, IN
Partner- Nuvama Private ( 2025- Present)Partnering with HNIs, UHNIs, and entrepreneurs to craft personalised wealth strategies that align with their business goals, Lifestyle aspirations, and Legacy Planning needs.Responsibilities:* Build, nurture, and expand relationships with family business, promoters, and entrepreneurs.* Advise across asset classes including equity, debt, alternatives, and private equity opportunities.* Curate succession and estate planning strategies tailored for multi-generational families.* Lead client acquisition through referrals, networks, and exclusive wealth Events.* Collaborate with Investment specialists to deliver customised portfolios.
Education
Devi Ahilya Vishwavidyalaya, Indore
Master of Business Administration - MBA, Finance and marketing
2016 — 2018
Vikram University
Bachelor of Commerce (B.Com.), Commerce, economics
2013 — 2015
Skills
- Technical Analysis
- Stocks
- Analytical Skills
- Business
- Equity Research
- Stock Market Analysis
- Options Strategies
- Sales Operations
- Trading Strategies
- Currency
- Currency Futures
- Financial Services
- Fundamental Analysis
- Equity Trading
- Influential Communicator
- Microsoft Office
- Business Development
- Relationship Management
- Training
- Stock Market
- Derivatives Trading
- Digital Photography
- Portfolio Management
- Marketing Communications
- Public Speaking
- Customer Relationship Management (Crm)
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