Vivek Chaurasia
Principal Officer & Head of Investments @Personalfn - Mutual Fund Research & Financial Planning
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WORK HISTORY
Principal Officer & Head of Investments @Personalfn - Mutual Fund Research & Financial Planning
Mumbai, IN
As Principal Officer and Head of Investments, I specialise in portfolio management and portfolio advisory for High Net Worth Individuals, Ultra-HNWIs, and Family Offices. I lead the design and execution of sophisticated asset allocation strategies, backed by in-depth market analysis across equities, mutual funds, and other asset classes, to build robust, long-term, multi-asset portfolios that enhance client wealth and satisfaction.Collaborating closely with the research team and other cross-functional units, I ensure each portfolio is tailored to the client’s unique goals and risk profile, integrating comprehensive financial solutions that address their broader wealth management needs. This approach has driven measurable results, including a 30% increase in client retention and the successful onboarding of new clients, reflecting my commitment to delivering consistent, high-quality investment outcomes.
EDUCATION
University of Mumbai
MMS, Finance
SKILLS
ABOUT VIVEK CHAURASIA
Specialties: Over 15 years of experience in Mutual Fund Research & Portfolios
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