Vaishali Mopari

Wealth Manager @Motilal Oswal Financial Services Ltd

Pune, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2024 — Present

Wealth Manager @Motilal Oswal Financial Services Ltd

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Pune, IN

Experienced Wealth Manager | Strategic Financial Planning.As a dedicated Wealth Manager, I specialize in delivering personalized financial strategies that align with clients\' goals and aspirations. With a strong foundation in investment management, estate planning, and risk management, I offer comprehensive solutions to help clients grow and protect their wealth-**Investment Management:** In-depth knowledge of various asset classes and investment vehicles, including mutual funds, stocks, bonds, and alternative investments.

EDUCATION

2021 — 2023

Institute of Industrial And Computer Management & Research

Master of Business Administration - MBA

N/A

Savitribai Phule Pune University

Bachelor of Commerce - BCom

ABOUT VAISHALI MOPARI

PABLICATION • Research Paper: Topic “Performance analysis of selected equity hybrid mutual funds” : PUBLICATION- ISSN 2277 – 5730, An international Multidisciplinary Quarterly Research Journal AJANTA: volume XII, issue – II, April – June 2023, Journal no. 40776 Impact factor – 7.428, CC - 8

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Vaishali Mopari — Wealth Manager at Motilal Oswal Financial Services Ltd in Pune, IN | Unifers