DIPEN DEDHIA

• Manage and advise Wealth Clients, Ultra-HNI families, and Family Offices with a focus on long-term equity wealth creation.
• Lead client profiling for portfolio restructuring and manage customized equity portfolios aligned with risk frameworks, market cycles, and long-term objectives.
• Closely aligned with the Institutional Research team for sector views, company insights, and high-conviction ideas.
• Own and manage research-based equity basket products, contributing to AUM growth and portfolio performance.

• Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas.
• Coordinate with research team for advice/review of portfolio for customers on regular basis.
• Cement existing relationships & develop new ones. revenue and product mix. Identify the customer requirement need gaps & and work towards bridging the same.

• Branch Manager in HNI Desk, with complete ownership of team development and revenue delivery.
• Led and mentored a team of Relationship Managers, actively supporting them in achieving their individual and departmental revenue targets.
• Monitoring of team performance to ensure consistent growth.

• Responsible for managing sales and advisory & run into Profitable Manner. generate revenue through brokerage & TPP.
• Focused on client retention, revenue generation, and delivering a seamless trading experience.

• Handled end-to-end execution of equity trades while managing client relationships.
• Provided real-time market updates.
• Responsible to generate brokerage primarily through advising clients on their portfolio.
• Stock recommendations, trade support. portfolio reviews & servicing.

Handled end-to-end execution of equity trades while managing client

relationships. Provided real-time market updates.

Responsible to generate brokerage primarily through advising clients

on their portfolio.

Stock recommendations, trade support. portfolio reviews & servicing.