Syed Mohammad Afsar
Manager @ HDFC Bank Limited | PGDM in Finance
- Role
- Manager at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Syed Mohammad Afsar
A seasoned Wealth Management and Investment Advisory professional with extensive experience across leading institutions including HDFC Bank, ICICI Bank, and IDFC First Bank. I have managed and advised HNI and UHNI Resident and Non-Resident Indian (NRI) clients, delivering customized wealth solutions aligned with long-term financial goals and regulatory frameworks.My expertise spans Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Income instruments, and tax-efficient investment strategies, along with comprehensive retirement and goal-based planning. I have strong exposure to FEMA, RBI, SEBI, and IRDAI compliance, and have successfully managed significant Assets Under Management (AUM) portfolios.Additionally, I enhanced my analytical capabilities through an internship at Quantsapp, an advanced options trading analytics platform, where I worked on client guidance for various options trading strategies, strengthening my understanding of derivatives and market-driven decision-making.Driven by a client-centric approach and analytical insight, I am committed to delivering sustainable wealth growth and trusted financial advisory across domestic and international markets.
Experience
Manager
Sep 2024 — Present · Mumbai, IN
Currently associated with IDFC First Bank Limited, I manage HNI and UHNI Non-Resident Indian (NRI) clients, providing comprehensive financial advisory services. My responsibilities include advising on Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Income products, and tax-efficient investment solutions, with a focus on delivering customized strategies aligned to clients’ long-term wealth objectives.
Education
upGrad.com
Financial Modelling & Analysis
B.N. College, Bhagalpur
XIIth, Business/Commerce, General
2006 — 2008
Marwari College, Bhagalpur
B.Com(Hons.), Accounting and Finance
2008 — 2011
Tilka Manjhi Bhagalpur University (TMBU)
M.Com(Finance), Accounting and Finance
2011 — 2014
ITM Group of Institutions
PGDM, Finance, General
2017 — 2019
M.H.S. Bhagalpur
Xth, Biology, General
2005 — 2006
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