Omkarnath Dubey
Wealth Manager @ICICI Bank
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WORK HISTORY
Wealth Manager @ICICI Bank
Kolkata, IN
Helping clients grow and protect their wealth through personalized financial planning and smart investment strategies.I work with individuals and families to understand their financial goals - whether it\'s retirement planning, children\'s education, wealth creation, or tax optimization - and create customized solutions using mutual funds, insurance, fixed income, and other investment products.My focus is on building long-term relationships based on trust, transparency, and delivering consistent value. I simplify complex financial decisions so my clients can make informed choices about their money.At ICICI Bank, I combine the strength of India\'s leading private bank with personalized attention to help clients achieve their financial dreams.
EDUCATION
Dr. Shyama Prasad Mukherjee University (DSPMU), Ranchi
Master of Business Administration - MBA, Finance
Deen Dayal Upadhyay Gorakhpur University, Gorakhpur
Bachelor of Science - BS, Physics, Chemistry and Mathematics
SURAJMALL JAIN DAV PUBLIC SCHOOL CHAIBASA
Intermediate , Science with Computer Science
ABOUT OMKARNATH DUBEY
I am a finance professional with hands-on experience in equity research, financial modeling, and valuation techniques like DCF and SOTP. I enjoy analyzing financial statements, studying market trends, and turning complex data into simple insights that support better investment decisions.Over time, I have worked on building financial models, preparing equity research reports, and managing investment portfolios to achieve risk-adjusted returns. One of my key projects includes building a financial model for Dr. Reddy’s Laboratories, where I analyzed growth drivers and prepared a valuation-based recommendation.I am skilled in advanced Excel, Power BI, and quantitative analysis, and I also hold certifications from NISM in Equity, Derivatives, and Mutual Funds.My goal is to grow as an equity research analyst by applying my skills in research, valuation, and market analysis to create value for investors and organizations.Always open to learning, connecting, and discussing new opportunities in finance and investment research.
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