Vanshika Arora

Account Manager @Anand Rathi Wealth Limited

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