DEEPAK H P
Bangalore
Summary
Wealth management professional with strong background in financial planning, investment strategies, and client relationship management. Adept at collaborating with teams to deliver tailored financial solutions, ensuring client satisfaction, and driving results. Known for adaptability, analytical skills, and client-focused approach in dynamic environments. Skilled in asset allocation, risk assessment, and portfolio management.
Overview
1
1
year of professional experience
27
27
years of post-secondary education
Work History
Wealth manager
Finwealthy
Bangalore
08.2023 - Current
- Managed a diverse portfolio of high-net-worth clients, delivering tailored financial strategies that aligned with their individual goals and risk tolerance
- Developed comprehensive financial plans which increased client retention rates by 20%, helping to foster long-term relationships built on trust and transparency
- Implemented a new investment analysis tool that improved portfolio performance tracking, resulting in a 15% increase in average returns over two years
- Conducted regular market research and personalized investment recommendations, which led to a 30% growth in client assets under management within a year
- Organized quarterly client seminars focused on financial literacy, which enhanced client engagement and attracted five new high-value clients from referrals
- Developed personalized financial plans for clients by conducting in-depth analyses of their current financial situations and future goals
- Implemented strategic investment strategies to optimize clients' portfolios and maximize returns based on risk tolerance and market conditions
- Cultivated strong relationships with high-net-worth individuals and provided ongoing financial guidance and support to help them achieve their financial objectives
- Collaborated with legal and tax professionals to offer comprehensive wealth management solutions, including estate planning and tax optimization strategies
Education
MBA - Finance
Jain university
01.2001 - Current
Bcom - undefined
Dr CV RAMAN University of Professional studies
06.2013 - 06.2016
Skills
Investment Analysis and Portfolio Management
Wealth Management
Mutual Fund beginners Module
Mutual Fund Advance Module
Financial Market & Services
Analysis of Investment
Insurance & Risk Mangement
Investment Banking
Exchange traded funds
Personal Information
- Date of Birth: 11/21/88
- Nationality: India
Timeline
Wealth manager
Finwealthy
08.2023 - Current
Bcom - undefined
Dr CV RAMAN University of Professional studies
06.2013 - 06.2016
MBA - Finance
Jain university
01.2001 - Current