Parikhit Roy
Management Trainee – Wealth (PWS Division) at Geojit | Exposure to HNI Portfolio Strategy & PMS Advisory | PGDM (Finance), IPE’25 | Capital Markets | Investment Products | Client-Centric Asset Allocation
- Role
- Management Trainee - Pvt Wealth (Pws) at Geojit
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Parikhit Roy
Currently working as an Associate Manager at Geojit, where I manage and advise a…
Experience
Management Trainee - Pvt Wealth (Pws)
May 2025 — Present · Bengaluru, IN
As a Management Trainee - Wealth at Geojit Financial Services Ltd, my role involves assisting clients in managing their investment portfolios by providing personalized financial advice tailored to their goals and risk appetite. I am responsible for understanding client requirements, recommending suitable financial products such as mutual funds, equities, and insurance, and ensuring regular portfolio reviews to maximize returns. My duties also include staying updated with market trends, maintaining strong client relationships, and supporting senior wealth managers in executing investment strategies. This role demands analytical skills, market knowledge, and a customer-centric approach to deliver effective wealth management solutions.
Education
Arya Vidyapeeth College
Bachelor's degree, Botany
Institute of Public Enterprise
PGDM, Banking and Financial Services (BFS)
Shrimanta Shankar Academy, Guwahati
Higher Secondary Education , Mathematics and Statistics
Happy Child High School
Secondary Education
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