Raja Mukherjee
Senior Wealth Strategist & Distribution Partner at Asset Plus @AssetPlus
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WORK HISTORY
Senior Wealth Strategist & Distribution Partner at Asset Plus @AssetPlus
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
Indian Institute of Management Mumbai
Executive Certificate Program in Applied Financial Risk Management, Applied Financial Risk Management
SKILLS
ABOUT RAJA MUKHERJEE
Strategic Director of Planning & Strategy with 20+ years of leadership experience across…
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