Sanket Mahajan
Management Trainee @Anand Rathi Wealth Limited
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WORK HISTORY
Management Trainee @Anand Rathi Wealth Limited
Gurugram, IN
Provide data-backed advisory services to HNI clients for financial planning and portfolio management- Analyze client portfolios to identify variances with strategic plans and devise actionable strategies to realign portfolios with strategic objectives, optimizing returns and mitigating risks- Conduct equity research and valuation to offer valuable insights on the equity market outlook, empowering clients to make informed investment decisions- Regularly monitor economic and business developments and study their impact on equity markets to provide timely and informed advice.
EDUCATION
Yashwantrao Chavan Engineering College, Wanadongri, Hingna road
Bachelor of Engineering - BE
Indian Institute of Management Bodh Gaya
Master of Business Administration - MBA
ABOUT SANKET MAHAJAN
I am an experienced wealth management professional specialising in advisory for HNI and UHNI clients. I excel in market analysis, equity valuation, and client relationship management. My skills include identifying profitable investments, conducting thorough research, and making informed decisions to maximize returns and ensure efficient tax and estate planning. With a keen eye for market trends and a strong analytical mindset, I strive for sustainable organizational growth. I hold an MBA in Finance from IIM Bodhgaya and have cleared CFA Level 1, providing me with a solid foundation in business management and finance principles.
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