Surya Kant Shekhar
Wealth Management Specialist @Motilal Oswal Financial Services Ltd
Signup · Get unlimited contacts
WORK HISTORY
Wealth Management Specialist @Motilal Oswal Financial Services Ltd
Wealth Management | Investment Advisory | Portfolio Strategy | Client Relationship ManagementAs a Wealth Management Specialist at Motilal Oswal, I help individuals and families make informed financial decisions and build long-term wealth through tailored investment strategies. With a deep understanding of equity markets, mutual funds, SIPs, insurance, and other financial instruments, I guide clients toward achieving their financial goals with confidence and clarity.Key Responsibilities: • Assessing client financial needs, risk appetite, and long-term objectives • Offering personalized investment solutions across equity, debt, ELSS, PMS, and alternative assets • Managing and rebalancing client portfolios to align with market dynamics and goals • Providing regular performance updates, market insights, and strategic recommendations • Building strong, trust-based relationships through consistent follow-up and transparent advice • Supporting financial literacy and awareness through consultations and educational initiatives • Collaborating with internal research and product teams to deliver best-in-class solutionsBacked by Motilal Oswal’s strong research-driven approach and integrated financial ecosystem, I am committed to creating value for my clients and helping them achieve financial freedom.
EDUCATION
Presidency University Bangalore
Bachelor of Business Management - BBM, Business Management
The Air Force School
PUC
Army Public School (APS)
SLC
ABOUT SURYA KANT SHEKHAR
I am an Event Operations Specialist with over 17 years of experience in executing large-scale sports and entertainment events across India.As the Founder of BYG Events & Sports (GTF Solutions), I specialize in end-to-end event execution—covering venue operations, production, logistics, team management, and on-ground delivery.Over the years, I have worked on some of India’s most recognized events, including the Tata Mumbai Marathon, Vedanta Delhi Half Marathon, TCS World 10K Bengaluru, Tata Steel Kolkata 25K, and Pinkathon.My experience also extends to large-format properties such as the Indian Premier League (IPL), Sunburn Festival, Comic Con India, and Pro Kabaddi League.In addition to working on marquee events, I have curated and executed independent runs such as Garmin 10K, Jio Freedom Run, Big Basket Run, and Swyng Run—managing everything from concept development to final execution.I strongly believe that execution is the backbone of any successful event. While planning sets the direction, it is flawless on-ground delivery that builds trust, scale, and long-term brand value.I am always open to collaborations, partnerships, and opportunities in the sports and events ecosystem.From creative planning to full-scale execution, we manage everything — logistics, budgeting, branding, artist management, client servicing, and vendor coordination. Each event is uniquely customized for maximum impact.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.