Rohan Gandhi
Senior Analyst- Private Wealth Management at Client Associates|| MBA in Finance||
- Role
- Senior Analyst - Wealth at Client Associates
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rohan Gandhi
Wealth & Investment professional with 5+ years of experience in HNI portfolio advisory…
Experience
Senior Analyst - Wealth
Oct 2023 — Present · Mumbai, IN
Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Responsibilities – • Generate portfolio reports of clients on monthly Basis.• Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation.• Restructuring the portfolio according to changing market dynamics• Coordinate with operations team on daily basis to execute transactions as per action plan.• Providing daily updates to Private Banker on actionable.
Education
Financial Planning Standard Board
Certified Financial Planner, Financial Planning and Services
2017 — 2018
University of Mumbai
Master in Commerce (M.Com), Management
2018 — 2020
KES' Shroff College
Bachelor of Management Studies, Finance, General
2014 — 2017
N. L. Dalmia Institute of Management Studies and Research
PGDM, Finance
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