Tithi Banerjee

Relationship Manager @Anand Rathi Share and Stock Brokers Ltd

Kolkata, IN

Managing HNI client relationships and delivering customized wealth management solutions.• Advising on Direct equity, Mutual Funds, PMS, AIFs, Bonds, and Insurance products.• Designing goal-based investment strategies aligned to risk appetite and market outlook.• Driving new client acquisition through referrals, networking, and portfolio reviews.• Investment goals: Define your financial goals (e.g, retirement, buying a home, education). Risk tolerance: Assess your ability to withstand market fluctuations. Time horizon: Determine how long you plan to invest your money. Fees and expenses: Understand the fees associated with professional portfolio management.• Portfolio monitoring and rebalancing: They regularly review and adjust the portfolio to maintain its alignment with the investment strategy and market conditions.• Risk management: They implement strategies to mitigate potential losses and protect the portfolio\'s value.

Manipal University

Postgraduate Degree, Banking and Finance

Netaji Subhash Engineering College

Bachelor of Technology - BTech, Electrical, Electronics and Communications Engineering

West Bengal Board of Secondary Education (WBBSE)

School, Science