Palak Sethi
|| Account Manager- Anand Rathi || M2 - Kotak Mahindra Bank || Placement Coordinator - Welingkar Institute of Management Development and Research, Bangalore || PGDM-Finance || PR Team Member - Arthakul (Finance Club) ||
- Role
- Account Manager at Anand Rathi Wealth Limited
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Palak Sethi
Results-driven finance professional with experience spanning wealth management…
Experience
Account Manager
May 2024 — Present · Pune, IN
Financial Planning, Portfolio Strategy and ReportingAnalysing the balance sheet and comparing the performance of various asset classes.Analysing the risk tolerance and risk-taking capacity of the client and suggesting various Investment strategies accordingly.Data Analysis on Mutual funds and Structure products based on various parameters.Tracking and Reporting the performance of the portfolio on weekly and monthly intervals and highlight the asset allocation and IRR.Preparing portfolio dashboards for existing client’s monthly portfolio review meet.
Education
Mukat Public School
Commerce
Panjab University
Bachelor of Commerce - BCom, Business/Commerce, General
Panjab University
Bachelor of Commerce - BCom, Business/Commerce, General
2017 — 2020
Welingkar Institute of Management
Post Graduate diploma in Management, Business Administration and Management, General
Panjab University, Chandigarh
Bachelor of Commerce - BCom, Business/Commerce, General
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