Ankit Singi

• Associated with Jain Financial Consultancy Services partner with NJ India Group as Portfolio Manager handling of AUM of Rs 19 Crore+ since Oct'20 to Dec 2023, Direct handling of 200+ clients.
• Developed rebalancing strategies to minimize risk exposures by applying diversification and proper allocation between Equity & Debt.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Recommended investment strategies to meet client financial objectives .
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products like Insurance, LAS , FD's , Peer to peer landing ,Tax Saving Bonds, Equity
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Brand Building via Digital Platforms like LinkedIn.
  

• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Prepared tax returns for clients in various industries according to government regulations and requirements.
• Completed and filed returns with tax departments .

Handling the clients funds and invest money in right security /stock which can helps to create the wealth.

• Strong in Technical & Fundamental Research in Financial Market
• Good experience in market research and planning activities.
• Generating the intra day calls & positional calls after analysis the stocks and commodity to HNI clients.
• Report writing on weekly basis and monthly market commentary.