Aishwarya Khatke
Manager Research at Choice Wealth | Research | Weath Management | AIF & PMS | Finance Enthusiast | Mutual Funds | HNIs & UHNIs
Bhopal
6+ years of work experience
Aug 202511 mosPresent
India
May 20232 yrs 4 mosAug 2025
Bhopal, Madhya Pradesh, India
Experienced financial professional with a focus on HNI (High Net Worth Individual) client handling, portfolio management, and review. My expertise lies in providing personalized investment solutions tailored to meet the unique financial goals of HNI clients. I am skilled in conducting thorough market research, allowing me to align portfolios with current market trends and potential opportunities.
My role involves actively engaging with clients to understand their evolving financial objectives and conducting periodic portfolio reviews. This approach ensures that their investment strategies remain well-suited to their changing needs and the ever-evolving market dynamics. Additionally, I excel in mutual fund research and curate concise one-pagers for New Fund Offers (NFOs).
With a keen eye for detail and a commitment to excellence, I strive to deliver superior portfolio management services, fostering long-term success for my esteemed clients.
Oct 20202 yrs 8 mosMay 2023
Bhopal, Madhya Pradesh, India
May 20192 mosJun 2019
Greater Bhopal Area
Pitching of different financial products
Education
Master of Business Administration - MBA, Finance, General
Institute of Professional Education and Research (IPER), Bhopal
20182 yrs2020
Bachelor of Commerce - BCom, Advertising
Govt. Sarojini Naidu Girls College, Shivaji Nagar, Bhopal
20153 yrs2018
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