Varsha Tejuja
Associate Director @Julius Baer
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WORK HISTORY
Associate Director @Julius Baer
Mumbai, IN
EDUCATION
The Institute of Chartered Accountants of India
CHARTERED ACCOUNTANT
Smt Chandibai Himathmal Mansukhani College
Bachelor of Commerce - BCom
CFA Institute
CFA Level 3 cleared
ABOUT VARSHA TEJUJA
I\'m a Chartered Accountant and CFA Charterholder with experience in Investment Advisory, Portfolio Analytics and Audit & Assurance services. Currently working as an Investment Advisor with Kotak Investment Advisors Ltd. At Kotak, I leverage my knowledge and understanding of wealth management and various financial products to advise several HNI & UHNI clients, with a combined AUM of ~$300 mn. As an Investment Advisor, I also ensure that the Portfolios are constructed in line with clients\' expectations and their overarching investment needs. I was earlier associated with IIFL Wealth Management Ltd as a Portfolio Analyst. At IIFL, I assisted in performing portfolio reviews and conducting in-depth analyses of investments for a total portfolio value of ~$450 mn. Prior to this role, I was working with Deloitte Haskins & Sells in Audit & Assurance function as a Deputy Manager where I audited industries like Automobile and Media and led a 5 member team of associates and senior associates.
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