Priyam Soni
Investment Specialist @Cervin Family Office & Advisors Pvt. Ltd
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WORK HISTORY
Investment Specialist @Cervin Family Office & Advisors Pvt. Ltd
Mumbai, IN
Divising specialized strategies for allocation to both active and passive mutual funds (equity and debt) while analyzing historical performance, tracking duration and maximizing risk-adjusted returns- Spearheading the ideation of monthly market outlook presentations to provide comprehensive coverage of economic indicators and the firm’s stance on all asset classes for portfolio navigation- Initiating investment into commodities across Indian and global markets by analyzing price trends and the potential for a gap between future supply and demand- Handling all the global investment strategies for the firm, including a mix of long-term (core) and short term (tactical) strategies to outperform benchmarks.
EDUCATION
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor's degree, Economics
ABOUT PRIYAM SONI
Working at a wealth advisory firm as an investment specialist where I\'m advising HNIs…
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