Daisy Prasad

• Provide guidance on asset allocation, portfolio construction and Investment strategies (equity, debt , mutual funds).
• Overseeing the process of conducting suitability analysis and risk assessment to ensure advise matches client financial goals and profiles.
• Regular checking of the SCORES platform and filing ATR for the complaints
• Ensuring strict adherence to regulatory standards for SEBI.
• Conducting in depth due diligence on investment opportunities, maintaining accurate documentation , and preparing reports for regulatory authorities.

Additionally, spearheading the Business & Partnership division of Niyo to explore onboarding opportunities for key market players as a priority requirement of the Niyo Global Business Segment.

• Provide macroeconomic and equity/debt market updates to Financial Advisors and Wealth Managers to enable them in monitoring and managing their client’s portfolios.
• Research trends to make overweight/underweight recommendations on asset allocations and specific funds.
• Analysing fund performance on a regular basis and recommend appropriate investment options depending on market cycles and risk adjusted returns.
• Tracking and monitoring the details of internal and external stakeholder business.
• Analysing the client portfolio by various risk measurement tools and techniques.