Urvashi Jeswani
Wealth Advisor @360 One Wealth
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WORK HISTORY
Wealth Advisor @360 One Wealth
EDUCATION
Symbiosis Institute of Business Management, Pune
Master of Business Administration - MBA, Finance
Welingkar Institute of Management
PGDM Diploma, Diploma in Financial Management
H.R. College of Commerce and Economics
B.Com in Financial Markets, Financial Markets
Vishwashanti Gurukul World School
International Baccalaureate Diploma
Symbiosis Institute of Business Management (SIBM) Bengaluru
Master of Business Administration - MBA, Finance
SYMBIOSIS INTERNATIONAL UNIVERSITY
Master of Business Administration (MBA), Finance, General
ABOUT URVASHI JESWANI
A highly driven, focused, inquisitive & enthusiastic individual with a demonstrated history of working on financial planning, constructing multi-asset portfolios, bespoke client solutions for mass affluent segment, along with experience in versatile roles including building institutional relationships and product/funds research.Worked as a Sr. Investment Advisor at Kristal, a private wealth fintech startup on fund mgmt, advisory, investments, products and global asset allocation for private wealth clients, across India, Singapore, HK & Dubai. Prior to this, at Credit Suisse, worked on validating PnL for China onshore & offshore books in the fixed income space.Hold a First Class degree in MBA - Finance from SIBM, Bengaluru and was nominated for the award of Chancellor’s Gold Medal in SIU (Symbiosis Institute University).
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