Sanjay Chauhan
Finance
- Role
- Wealth Manager at Elara Capital
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Sanjay Chauhan
A person with excellent skills is capital markets. Good grip in accounting and finance and have 7+ years of industrial work experience.
Experience
Wealth Manager
Jun 2024 — Present · Surat, IN
What I Do:Analyze clients’ financial needs and risk profilesRecommend suitable mutual fund schemes (equity, debt, hybrid, etc.)Assist in account opening, SIP registration, and portfolio monitoringProvide continuous updates and support for portfolio rebalancing
Education
Veer Narmad South Gujarat University, Surat
Bachelor of Commerce - BCom, Banking and Financial Support Services
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