I am a paraplanner with more than 18 years of experience in the financial services industry. My core expertise is – cross financial products, fixed income, treasury management, and corporate finance. Throughout various roles, I have developed outstanding interpersonal and relationship-building skills through close engagements with top management (CXOs, MDs, and Partners).
I joined Brivan in 2019 as a Partner of the Investments division. As an investment professional, I am well versed in Indian mutual funds, bonds, fixed income, and alternative asset classes such as hedge funds, structured products, and other alternative asset classes. I am a passionate market follower and investment advisor with expertise in fundraising, asset management, wealth management, and private banking. I am in charge of managing nearly 200 million USD to date.
Previous Work Experience
I began my career at RR Financial Consultants Limited as a merchant banker for nearly 16 years, then with ICICI Bank, where I spent two years. I have experience in the conceptualization, creation, and fundraising of new financial products. In my career, I have led teams that have accomplished revenue growth, cost optimization, and portfolio transformation initiatives and helped businesses achieve triple-digit growth rates. At RR Financial Consultants, I managed nearly 800 million USD in AUM. The ability to identify gaps in existing processes, measure and analyze data, and bridge gaps to enhance productivity is one of my strengths.
- Debt Capital market
- Risk Management & Controls
- Capital Management
- Foreign Taxation
- Assurance and Business Advisory
- Transaction Services
- Wealth Management
Treasury Management and Wealth Management