Vanshika Arora

Account Manager

Role: Account Manager at Anand Rathi Wealth Limited
Location: Gurugram, IN
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Vanshika Arora

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Experience

Account Manager
Anand Rathi Wealth Limited
Nov 2023 — Present · Gurugram, IN
1)Financial Planning, Portfolio Strategy and Reportinga. Assisting the RM in making financial plans for clients keeping in mindi. Client requirements andii. Our 2-point strategy by following the 6-step processb. Reporting the performance of the portfolio at regular intervals and highlighting the asset allocation and IRR.c. Highlighting to the RM, client-wise, how clients\' actual portfolio are at variance with the strategic plan andactionable to get the portfolio aligned with the strategic portfolio2) Identifying opportunities within the client\'s existing portfolio based on product team recommendationsacrossa. MFs,b. Structured Product,c. Change in the house view on various asset classesd. Alternatives3) Support the RM in business development –a. Help acquire a database of prospective clientsb. Maintain the database of referrals4) Documentation –a. Filling up and executing MF transactions of clients, including non-financial transactions (like change ofbank mandate)b. Filling up and executing SPs transaction of the clients.c. Opening broking / DP account

Contact information

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Work email
•••••@anandrathiwealth.in
Personal email
•••••@•••••.com
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Current company

Anand Rathi Wealth Limited

Financial Services · 1.5K employees · Founded 2002 · Mumbai, India

Anand Rathi Wealth Limited (ARWL) is an NSE500-listed company dedicated to simplifying wealth creation for high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). Since 2002, we have been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to long-term financial success. As one of India's leading wealth firms, we specialise in creating, protecting, and seamlessly transmitting wealth through structured, data-backed, and transparent processes. We have been certified as a Great Place to Work for the last eight years, a testament to our organisational culture that fosters trust, collaboration, and excellence. What Sets Us Apart Our approach is fearless, uncomplicated, data-driven, and transparent. We build objective-driven wealth strategies uniquely suited to each client's goals, empowering them with clarity and confidence at every step of their wealth journey. Our Offerings Wealth Creation | Risk Management | Tax Planning | Estate Planning Our Reach With a presence across 18+ locations in India and an international representative office in Dubai, our Relationship Managers bring an average tenure of 8.8 years, ensuring deep expertise and continuity in every client relationship. Discover more: https://www.anandrathiwealth.in/ Follow us for insights, updates, and opportunities.

anandrathiwealth.in

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