Rajiv Kumar
\"Wealth Manager | Specialist in PMS | AIF | Intelligent Advisory Portfolios (IAP) | Mutual Funds | NFO | Private Equity | Unlisted Shares| Pre-listed IPOs | Comprehensive Financial Estate & Retirement Planning for HNIs\"
- Role
- Wealth Manager at Motilal Oswal Financial Services Ltd
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Rajiv Kumar
I don\'t lead my Life, My Patterns are Leading my Life,( Belief System ).…
Experience
Wealth Manager
Motilal Oswal Financial Services Ltd
Sep 2024 — Present · Bengaluru, IN
PMS, AIF, and MF to develop comprehensive strategies tailored to the financial needs of high-net-worth individuals (HNIs). These strategies encompass financial planning, estate planning, tax services, retirement planning, and wealth preservation:PMS offers personalized investment portfolios, directly managed by experts, giving clients control and customization.AIF provides opportunities to invest in non-traditional, high-return assets like private equity, hedge funds, and real estate, diversifying portfolios and boosting growth potential.Mutual Funds deliver diversified, liquid investment options that are accessible to a broad range of clients, including retail investors, with tax-efficient strategies and long-term wealth-building potential.
Education
Govt. High School, Punjab
Higher Seconder School, Business/Commerce
2008 — 2009
Punjab Technical University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2010 — 2013
Bangalore University
Master of Business Administration (M.B.A.), Human Resource Management & Marketing Management
2013 — 2015
Govt. of india
DCA , Computer and Information Sciences and Support Services
2009 — 2010
Skills
- Market Research
- Microsoft Word
- Team Leadership
- Internet
- Microsoft Office
- Sales
- Corporate Communications
- Leadership
- Public Speaking
- Crm
- Management
- Team Building
- Research
- Public Relations
- Business Strategy
- Powerpoint
- Microsoft Excel
- Social Networking
- Training
- Recruiting
- Event Management
- Product Planing
- Microsoft Powerpoint
- Talent Acquisition
- Social Media
- Diploma of Computer Application (Dca).
- Marketing
- Basic Knowledge of Tally
- Basic Knowledge of Computer.
- Strategic Planning
- Project Management
- Marketing Strategy
- Customer Service
- Business Development
- Negotiation
- Teamwork
- Team Management
- Time Management
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