Raja Mukherjee

About Raja Mukherjee

Strategic Director of Planning & Strategy with 20+ years of leadership experience across…

Experience

1. Senior Wealth Strategist & Distribution Partner at Asset Plus

   AssetPlus

   Aug 2024 — Present

   Description:As Senior Wealth Manager and Partner at AssetPlus, a leading Fintech platform of Valueplus Technologies Pvt Ltd, I lead high-net-worth clients in investing in a diverse range of financial products, leveraging cutting-edge fintech solutions to optimize their portfolios.Achievements :Lead high-net-worth individuals (HNWIs) in strategic wealth creation through tailored investment strategies across mutual funds, insurance, and alternative asset classes.Identify high-potential companies and emerging sectors for investment, focusing on growth opportunities in listed equities, debt instruments, and private equity.Oversee end-to-end portfolio management, including asset allocation, risk analysis, and performance optimization for HNI and institutional clients.Structure and facilitate successful exit strategies to ensure maximized investor returns.Collaborate with India\'s top startups and early-stage ventures to develop high-impact investment portfolios.Skills :Wealth Management, Alternative Investments, Portfolio Management, Fintech, HNI Client Management

Education

• Indian Institute of Management Visakhapatnam

  Executive Development Program in Financial Data Analytics & Corporate Finance ( FDACF )- Batch 2, Corporate Finance and Advance Concepts in Financial Data Analytics

• National University of Juridical Sciences, Kolkata

  NUJS Post Graduate Diploma Course in Entrepreneurship Administration and Business Laws, Business Laws & Corporate Administration

• Indian Institute of Management Bangalore

  IIM Bangalore, Hero Vired ,Microsoft, EdX Data Analytics Certification with Specialization, Data Analytics, Operations Management

• Micro MBA ASAP Program by John Cousins

  Micro MBA Program in Finance and Marketing , Corporate Finance & Financial Reporting with Financial Accounting

• Indian Institute of Technology, Patna

  Executive MBA -Finance ( Specialization in Investment Banking & Finance ), Corporate Finance & Advance Concepts in Financial Data Analytics, Economics ,Investment Banking ETC

• Indian Institute of Management Visakhapatnam

  Executive Development Program in Business Finance & Financial Modeling(BFFM) -Batch 03, Business Finance and detailed study of Financial Modelling ( BFFM)

• St. Xavier's College

  Bachelor of Science, Mathematics,Physics,Chemistry

  1991 — 1995

• Indian Institute of Management Mumbai

  Executive Certificate Program in Applied Financial Risk Management, Applied Financial Risk Management

Skills

• Consulting
• Project Structuring with Financial Analysis
• Joint Ventures
• Business Strategy
• Due Diligence
• Fundraising
• Valuation
• Project Planning
• Sustainable Energy
• Asset Management
• Portfolio Management
• Start-Ups
• Management
• Negotiation
• Power Generation
• Project Finance
• Leadership
• Project Management
• Mergers & Acquisitions
• Entrepreneurship
• Banking
• Management Consulting
• Private Equity Structuring
• Corporate Finance
• Deal Negotiations
• Fund Raising
• Venture Capital
• Business Development
• Wind
• Financial Analysis
• Private Equity
• Proposal Writing
• Executive Management
• Business Planning
• Global Asset Management Firm Structuring
• Energy Policy Structuring
• Strategy
• Energy
• Renewable Energy
• Private Equity Funding