Riya Khanna

Wealth Manager (Client Relations Specialist) @Psj Capital

Delhi, IN

I help HNIs, UHNIs, and business owners make smarter financial decisions by offering personalized wealth solutions across Mutual Funds, PMS, AIFs, Insurance, and goal-based planning. At the same time, I actively contribute to our internal research desk by analyzing equity opportunities, especially in the small & micro-cap space-> What I Do :+ Understand client goals and risk profiles to structure custom investment strategies across asset classes.+ Act as a bridge between clients and top asset managers, ensuring seamless execution, regular reviews, and portfolio alignment with market dynamics.+ Build lasting client relationships through consistent engagement, transparent advice, and performance reporting.+ Conduct in-depth equity research focused on identifying high-growth, undervalued companies using both fundamental and technical frameworks.+ Track earnings, industry trends, macroeconomic data, and portfolio performance to generate research insights that inform both client portfolios and proprietary strategies-> Goal : To be a trusted partner in every client’s wealth journey while staying deeply rooted in market research to back every recommendation with conviction and data.

Lakshmibai College, Delhi

B. Com (Hons.), Accounting and Finance

KDB PUBLIC SCHOOL

Business/Commerce, General