Rashmi Kode
Manager (Wealth Management & Financial Planning) at Bonanza Portfolio Ltd
- Role
- Manager (Wealth Management & Financial Planning) at Bonanza Portfolio Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rashmi Kode
Core competencies :Advising on Investments,Creating portfolio of diversified Financial products.Establish and implement wealth accumulation and management strategies.Products : Equity, Derivatives, Bonds, Fixed Income products, commodities, Mutual Funds, Corporate FDs, NSEL, Currency.
Experience
Manager (Wealth Management & Financial Planning)
Jun 2013 — Present
Reporting Manager of 20 Team forceAt our desk we offer a client; tailor made Financial Planning report to achieve his various Financial Goals, and advise on mapping investments towards Financial Goals.Handle HNI Private client Group.
Education
Indian Institute of Finance and Management
MBA
Mumbai University
BLS - LLB
Institute of Company Secretaries of India
Company Law, Securities Law, Direct/Indirect Taxes, Labor & Economic Law, Managerial Accounting.
Skills
- Corporate Finance
- Corporate Law
- Investments
- Equity Research
- Financial Services
- Debt
- Business Development
- Industry Research
- Sme Sector
- Wealth Management
- Banking
- Mutual Funds
- Risk Management
- Report Writing
- Private Equity
- Fixed Income
- Financial Planners
- Capital Markets
- Strategic Planning
- Sector Research
- Investment Banking
- Venture Capital
- Portfolio Management
- Business Relationship Management
- Strategic Financial Planning
- Finance
- Commodity
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