Paul Joseph
Wealth Management | NISM-Certified Mutual Fund Distributor | NISM-Certified Portfolio Management Services (PMS) Distributor
- Role
- Wealth Manager at Akcj Capital
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Paul Joseph
I am a graduate from Amity University with a bachelor\'s degree in business/managerial…
Experience
Wealth Manager
Sep 2025 — Present · New Delhi, IN
At AKCJ Capital, I have been closely involved in setting up the mutual fund distribution business from the ground up, contributing to the development of client onboarding processes, operational workflows, documentation standards, and compliance-aligned practices in line with applicable regulatory guidelines.Alongside this, I work with individuals, professionals, and families to facilitate mutual fund investments by understanding their financial goals, time horizons, and risk preferences, and assisting them in selecting suitable mutual fund schemes based on publicly available information and product disclosures.My role includes supporting clients through the investment journey by ensuring clear communication, proper documentation, and smooth execution of transactions, while helping them stay disciplined and aligned with their long-term financial objectives across different market cycles.
Education
Amity University
Bachelor's degree, Business/Managerial Economics
2020 — 2023
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