Headline

Manager - Financial Advisory @ 1 Finance | Views are Personal, not recommendations

About

I help HNI and UHNI clients navigate complex wealth decisions from asset allocation to long-term portfolio strategy with clarity and a genuine client-first approach. With 3+ years in wealth management, I've worked across Mutual Funds, PMS, AIF, and Financial Advisory, currently as Manager – Financial Advisory at 1 Finance. My earlier stints at Aditya Birla Sun Life AMC and Tata Mutual Fund gave me deep grounding in distribution, capital markets, and client engagement across diverse investor segments. I specialize in goal-based investment solutions and disciplined portfolio construction translating financial complexity into actionable strategies that align with each client's objectives and risk profile. NISM certified. Passionate about long-term wealth creation and always looking to connect with like-minded professionals and opportunities in wealth management and client advisory.

Location

Mumbai

AI stack

claude

Work experience

Manager - Financial Advisory at 1 Finance, Apr 2026 - Present · 6 mos, Bengaluru, Karnataka, India

Deputy Manager - HNI Channel at Aditya Birla Sun Life Mutual Fund (ABSLMF), Sep 2025 - Mar 2026 · 7 mos, Mumbai, Maharashtra, India

Relationship Manager - Direct at Tata Mutual Fund, Jul 2024 - Sep 2025 · 1 yr 3 mos, Mumbai, Maharashtra, India

Management Trainee at Tata Mutual Fund, Jul 2023 - Jun 2024 · 1 yr, Mumbai, Maharashtra, India

Education

Bachelor of Management Studies, Thakur College of Science & Commerce