Headline

Manager - Investments | MBA | LLB | B.Com

About

MBA (Finance) graduate from SIMSREE and currently pursuing LLB in Company Law, with a strong foundation in investment advisory, portfolio management, and financial markets. Currently working as a Manager – Investments at InCred Money, with prior experience as an Advisory Manager in the Private Client Group (PCG) at Mirae Asset Sharekhan. I specialize in advising HNI and UHNI clients, helping them build and manage wealth through tailored investment strategies across mutual funds, equities, and alternative investment products. My approach combines market insights, regulatory awareness, and a client-first mindset to deliver consistent, long-term value. With hands-on experience in equity research, derivatives, and portfolio management, along with my legal education, I bring a unique perspective that blends finance with regulatory and compliance understanding—especially relevant in today’s evolving investment landscape. I am also equipped with NISM certifications, ensuring strong compliance and advisory standards. I thrive in dynamic environments, enjoy solving complex financial problems, and continuously look to deepen my expertise in wealth management, structured products, and investment advisory. Key Areas of Expertise: • Wealth Management & Investment Advisory • Portfolio Management (HNI/UHNI Clients) • Equity & Derivatives Research • Mutual Funds, PMS & AIF Products • Financial Planning & Asset Allocation • Regulatory & Compliance Understanding

Location

Mumbai

Work experience

Manager - Investments at InCred Money, Sep 2025 - Present · 10 mos, Mumbai, Maharashtra, India

Advisory Manager - PCG at Mirae Asset Sharekhan, Jun 2024 - Sep 2025 · 1 yr 4 mos, Mumbai, Maharashtra, India

Derivatives Research Analyst at Mani Tradex Sharekhan Business Partner, Apr 2023 - Jun 2023 · 3 mos, Mumbai, Maharashtra, India

Education

MMS/MBA, Finance, Sydenham Institute of Management Studies, Research and Entrepreneurship Education

LLB, Company law, Children Welfare Centres College Of Law