Utsav Soni
CFA Charterholder |MBA
- Role
- Portfolio Analytics Manager at Ask Private Wealth
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Utsav Soni
As a CFA charter holder with over 7 years of experience in wealth management and financial advisory, I am passionate about designing sophisticated investment strategies that deliver measurable results for ultra-high-net-worth individuals (UHNI). Currently, I serve as a Portfolio Analytics manager at ASK, leading asset allocation and portfolio construction for entire South. Collaborating closely with wealth relationship managers, I ensure tailored, top-tier solutions that align with our client\'s unique goals and aspirations.Before this, I worked as an advisor with a SEBI-registered RIA firm, refining my skills in building comprehensive, client-focused portfolios. My core expertise lies in asset allocation, risk management, and developing strategies that navigate dynamic market conditions while safeguarding and growing wealth.I am committed to driving excellence in every portfolio I construct, ensuring it reflects the highest financial acumen and integrity standards. Connect with me to discuss wealth management strategies, portfolio optimization, or industry trends!
Experience
Portfolio Analytics Manager
Apr 2024 — Present · IN
My role is to provide insightful portfolio management reports and to evaluate financial products under the sun which can be part of our esteemed clients
Education
Gujarat University
Bachelor of Commerce - BCom, Accounting and Finance
2013 — 2016
CFA Institute
Charterholder, Portfolio Management
2019
ICFAI Business School Bangalore
PGDM, Finance and Financial Management Services
2016 — 2018
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