Rashmi Krishna
Wealth Management Associate @ Armefin | CFA Level I Cleared | Supporting Portfolio Strategy & Wealth Advisory
- Role
- Wealth Management Associate at Armefin
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Rashmi Krishna
I work as a Wealth Management Associate, focusing on client advisory and portfolio strategy, understanding investor objectives, conducting risk profiling, and aligning investment solutions with long-term wealth goals. I contribute to portfolio reviews, performance discussions, and structured investment communication.I am particularly interested in equity markets and asset & wealth management, with a strong focus on business fundamentals, capital allocation, and translating financial statements into practical investment decisions.Academically, I am a final-year B.Com student with a strong record of consistent top rankings, reflecting conceptual clarity and disciplined application of financial principles.If you are looking to structure your investments with clarity and a disciplined, goal-oriented approach, I would be glad to connect and explore how I can assist. r••••••••@armefin.com
Experience
Wealth Management Associate
Feb 2026 — Present · Hyderabad, IN
Identify and screen prospective clients, and assist in client onboarding— Conduct risk profiling and document clients’ financial goals— Support portfolio analysis, reviews, and performance reporting
Education
Osmania University
Bachelor of Commerce - BCom, Computer Applications
David Memorial Institute of Management
Bachelor of Commerce - BCom, Computer applications
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