Sunny Gala
Research Analyst at International Money Matters Private Limited
- Role
- Manager at International Money Matters Pvt Ltd
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
Experience
Manager
International Money Matters Pvt Ltd
Jan 2022 — Present · Mumbai, IN
Assess a variety of investment products to ascertain their suitability for clients based on their individual needs, objectives, and preferences.Conduct a thorough review of clients\' portfolios to ensure alignment with their risk profiles and maintain appropriate asset allocation.Develop standardized reports to provide clients with comprehensive insights into their portfolios, streamlining the process through automation for enhanced efficiency within the backend team.Create product notes for both new and existing offerings such as PMS, AIFs, and other structured products.
Education
FPSB India
Certified Financial Planner
2013 — 2014
SIES college of commerce & economics
Bachelor's of management studies
2009 — 2012
N L Dalmia institute of research and education
Master of Business Administration (M.B.A.)
2014 — 2016
CFA Institute
CFA Level 3
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