Ratnamala More
Wealth Manager @Motilal Oswal Private Wealth
Signup · Get unlimited contacts
WORK HISTORY
Wealth Manager @Motilal Oswal Private Wealth
Pune, IN
As a Wealth Manager, I design and manage diversified investment portfolios tailored to individual financial goals. I work with a wide range of financial instruments — including equities, mutual funds, bonds, PMS, AIFs, and insurance products — to build well-rounded wealth plans.My role involves deep client engagement: understanding their financial goals, risk appetite, and life stage priorities. I maintain regular communication through reviews, performance updates, and rebalancing strategies to ensure their wealth journey stays aligned and optimized.Focused on trust, transparency, and long-term growth.
EDUCATION
iFEEL - Institute for Future Education Entrepreneurship and Leadership
Master of Business Administration - MBA
Rajarshi Shahu Mahavidyalaya (Autonomous), Latur
Bachelor of Commerce - BCom
ABOUT RATNAMALA MORE
Wealth management| Portfolio Management Enthusiast | Pursuing Excellence in Investment & Asset Management
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.