Shreeya Ghaghda
Asset and wealth management - Associate Wealth planning | Investment planning | Portfolio management
- Role
- Asset and Wealth Management - Associate at Deepsea Finvest
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Asset and Wealth Management - Associate
May 2023 — Present · Mumbai, IN
Conducting thorough analysis of clients\' financial status and existing portfolios.• Developing and Customising financial and wealth plan for clients.• Multi asset portfolio recommendations.
Education
KES SHROFF COLLEGE
BAF (Batchelor in Accounting and Finance)
2017 — 2020
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
MBA
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