Yogesh Kukadia
Chief Investment Officer & Founder @Sarthak Returns Investment Advisor
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WORK HISTORY
Chief Investment Officer & Founder @Sarthak Returns Investment Advisor
Bangalore Urban, IN
Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review-Keep abreast with developments in global markets, investment products and opportunities-Educate clients regarding the range of applicable investment options available to them-Determine the risk tolerance of clients-Develop personally tailored investment solutions for clients-Maintain proper documentation of investment actions taken on behalf of clients-Maintain an up-to-date knowledge of investment products
EDUCATION
D.R.Rana
10th Schooling
Bhavan-Siet Institute of Management-Bangalore
Post Graduate Program in Management
BRCM College of Business Administration
Bachelor of Business Administration (BBA)
M.M.P High School
12th Schooling
ABOUT YOGESH KUKADIA
To create value and recognition on work place by producing the best result for the organization through synchronize and hard work and pursue the knowledge that can strengthen and sharpen my skill and capability.
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