Work Preference
Summary
Overview
Work History
Education
Skills
Accomplishments
Key Career Highlights
Certification
Personal Pursuits.
Languages
Timeline
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CFP Drishti Chhadva
Open To Work
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CFP Drishti Chhadva

Private Wealth Manager - PMS
Mumbai,MH

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Manager - Portfolio Management Services (PMS).Acquisition Branch Manager- ND-PMS(Private Wealth)Customer Relationship Manager - Private WealthRetail Assistant ManagerCompliance Executive

Work Type

Full Time

Location Preference

Hybrid
Location: Mumbai, MH, IN
Open to relocation: Yes

Important To Me

Career advancement

Summary

Results-driven Finance and Wealth Management Professional with 9+ years of progressive experience, including 5 years in Private Wealth, Strategic Equity Investments, and HNI/UHNI Relationship Management, complemented by 4 years in Compliance and Corporate Governance. Demonstrated expertise in advising high-net-worth and ultra-high-net-worth clients, delivering customized investment strategies, driving business growth, and ensuring regulatory excellence.

Recognized as a collaborative leader with experience in team management, performance coaching, process improvement, and strategic execution. Known for strong analytical thinking, commercial acumen, stakeholder management, and the ability to consistently exceed business objectives in high-performance environments while upholding the highest standards of integrity and client service.

Overview

1
1
Certification
9
9
years of professional experience

Work History

Manager - Portfolio Management Services (PMS).

Equentis Wealth Advisory Limited
Mumbai
01.2026 - Current
  • Achieved fourth promotion as Manager for Discretionary PMS Role - to manage Client's Cumulative Networth beyond Rs. 100 Crs.
  • Developed strategic investment plans for HNI/ UHNI & Accredited Investors - managing Rs. 60+ Crs Cumulative Net Worth, improving portfolio alignment and long-term wealth creation.
  • Managed Diversified Equity investment portfolios to align with specific client financial goals at different stages of their life.
  • Analyzed client financial needs, providing Holistic Financial Planning Approach & tailored investment solutions.
  • Conducted quarterly portfolio reviews & portfolio rebalancings for HNI Clients resulting in stronger retention and additional investment opportunities.
  • Evaluated market trends to inform strategic investment decisions effectively.

Acquisition Branch Manager- ND-PMS(Private Wealth)

Equentis Wealth Advisory Limited
Mumbai
04.2024 - 12.2025
  • Promoted to Senior Manager in Private Wealth department to assist high-net-worth individuals with investments exceeding Rs. 25 lakhs.
  • Manage 3 Branches across Mumbai dedicated to Private Wealth investors for ND-PMS, coordinated individually with 75+ Counsellors to generate Potential Leads for New Acquisitions.
  • Generated New Businesses by acquiring HNI investors, closing high-value transactions & consistently exceeding revenue targets.
  • Collaborated with potential clients to identify needs and provide customized investment recommendations.
  • Cultivated customer relationships through consultative sales techniques, consistently achieving individual sales targets & also led team of 7 Individuals in that role.
  • Initiated communication with clients to schedule appointments, monitor satisfaction, and upsell additional offerings.
  • Overachieved targets majority times and stood as Top Performer for 8 out of 12 months.
  • Cracked 28 deals in the month of June 2025 -highest in that Department's Organisation since inception.

Customer Relationship Manager - Private Wealth

Equentis Wealth Advisory Limited
Mumbai
06.2023 - 03.2024
  • Promoted as Senior Client's Relationship Manager to handle Equity Portfolios of HNIs & Ultra HNIs having Networth of more than Rs. 1 Crore min. assist with wealth creation journey..
  • Built long-term trusted relationships with HNI/UHNI client and earned reputation for consistently exceeding sales & up-sell goals.
  • Reactivated 72+ inactive client cases in just 9 months, increasing client retentions + engagement and generating revenue of more than Rs. 1 Crore through reactivations, upselling Premium plans and collecting overdue payments over years from HNIs and Ultra HNIs.
  • Established rapport with over 650+ customers through courteous and professional communication.
  • Resolved client investment & service queries while maintaining high client satisfaction and strengthening long-term relationships.
  • Monitored customer surveys and feedback to develop corrective actions for service-related issues.
  • Created customer service guidelines and procedures, standardizing response times and enhancing service quality across the team.
  • Kept detailed records of customer interactions for future reference.

Retail Assistant Manager

Equentis Wealth Advisory Limited
Mumbai
09.2021 - 06.2023
  • Advised customers on current company products and services available, tailoring advice to suit customers' needs.
  • Built and maintained positive relationships with customers to encourage repeat business.
  • Advised customers in selecting products that best fit their personal needs and preferences and risk profiles.
  • Handled customer complaints with professionalism, working towards fair and swift resolutions.
  • Demonstrated comprehensive product and equity markets knowledge up-to-date to offer detailed advice and recommendations.
  • Monitored industry patterns and trends in merchandising and learned new sales techniques and best practices for acquiring and retaining clients.
  • Partnered with marketing teams to create promotional offers and content, promote offerings on diverse platforms and identify potential customers for follow-up contact.
  • Identified upselling and cross-selling opportunities, effectively increasing average transaction values.

Compliance Executive

B. L. Tanna & Co. (Company Secretary)
Mumbai
01.2018 - 08.2021
  • Conducted thorough compliance audits for private limited companies and LLPs, identifying areas for improvement under Companies Act 2013.
  • Advised management on compliance matters, resulting in implementation of policy changes to enhance regulatory adherence.
  • Managed communication with government departments, ensuring timely compliance updates and resolution of issues.
  • Assisted in timely preparation and submission of statutory compliance reports to authorities.
  • Managed annual filing processes for private limited companies and LLPs, ensuring timely compliance with regulatory deadlines.
  • Facilitated name changes for private and public limited companies to ensure accurate corporate identity and compliance.
  • Created and modified Memorandum of Associations (MOA) and Articles of Association (AOA).
  • Prepared accounts for individuals and companies, filing annual tax returns while addressing taxation queries.

Education

Certified Financial Planner -

Financial Planning Standards Board Ltd. (FPSB - USA)
USA
08-2024

Masters in Commerce - Accounting & Finance

The University of Mumbai
Mumbai
01-2021

Financial Management (PGPFM) -

Welinkars Institute of Management. (WE School)
Mumbai
01-2020

Company Secretary (Finals) -

Institute of Company Secretaries of India (ICSI)
New Delhi, DL
01-2018

Skills

* Portfolio Management Services (PMS)
* Wealth Advisory

* Assets Under Management (AUM)
* Investment Advisory
* Financial Planning
* Goal-Based Planning
* Asset Allocation
* Equity Advisory
* Equity Investments
* Mutual Funds
* Fixed Income
* Alternate Investments
* Tax-Efficient Investing
* HNI & UHNI Relationship Management
* Client Acquisition
* Client Retention
* Business Development
* Revenue Generation
* Cross Selling & Upselling
* Portfolio Reviews
* Risk Profiling
* Stakeholder Management
* Advanced Excel
* CRM

Accomplishments

  • Generated revenue worth Rs. 65+ crores for my current organization.
  • Awarded as Top Performer eight times in the year for achieving monthly-based targets.
  • Invited to visit IIM Bangalore for the Financial Planning Conclave.
  • Attendee at the Gift City Conclave in collaboration with the FPSB Board at Gift City, Gandhinagar.
  • English tutor and volunteer at U&I NGO (among the top ten NGOs in India).
  • Top Performer for ND-PMS for 2024-2025 and highest revenue generator.
  • Authored an original 42-page research manuscript on the inception, historical evolution, and artistic development of Mehendi (Henna Art), prepared for publication in the United States (2017), demonstrating exceptional research, analytical, and technical writing capabilities.
  • Invited to visit the Global Financial Planning Summit 2024 in Mumbai.
  • Recognized as a tenured employee for dedication, service, and exceptional contributions to the organization in various departments.
  • Part of Money Expo 2024 and Money Expo 2025 conducted at NESCO Mumbai.

Key Career Highlights

* Generated ₹65+ Crore Assets Under Advice (AUA).
* Acquired 850+ Clients in complete tenure.
* Managed HNI/UHNI relationships with Clients' Cumulative Net Worth exceeding ₹1,200 Crore
* Reactivated 70+ Dormant Clients, generating ₹1+ Crore incremental revenue just in 9 months.
* Achieved 4 Promotions within Equentis.
* Top Performer for ND-PMS with Highest Revenue Generation in 2025.

Certification

  • Certificate In Derivatives Aug 2020 Industry Mentored Project by Bombay Stock Exchange as 3 months Project into Derivatives Segment.
  • Equity & Derivatives Module. Jan 2020 NISM Certification - VII
  • Mutual Fund Module Feb 2020 NISM Certification - VA .
  • Belly Dance - Advanced Level 10 Certified June 2026.

Personal Pursuits.

Professional Mehendi Artist and Team Leader (22 Artists), Solo Travel, Trekking, Cultural Exploration, Belly Dancing, Continuous Learning, Exploring Diverse Art Forms, Spirituality, Palmistry, Marathoner.

Languages

English, Hindi, Kutchi, Gujrati, Punjabi, Marathi

Timeline

Manager - Portfolio Management Services (PMS).

Equentis Wealth Advisory Limited
01.2026 - Current

Acquisition Branch Manager- ND-PMS(Private Wealth)

Equentis Wealth Advisory Limited
04.2024 - 12.2025

Customer Relationship Manager - Private Wealth

Equentis Wealth Advisory Limited
06.2023 - 03.2024

Retail Assistant Manager

Equentis Wealth Advisory Limited
09.2021 - 06.2023

Compliance Executive

B. L. Tanna & Co. (Company Secretary)
01.2018 - 08.2021

Certified Financial Planner -

Financial Planning Standards Board Ltd. (FPSB - USA)

Masters in Commerce - Accounting & Finance

The University of Mumbai

Financial Management (PGPFM) -

Welinkars Institute of Management. (WE School)

Company Secretary (Finals) -

Institute of Company Secretaries of India (ICSI)

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CFP Drishti ChhadvaPrivate Wealth Manager - PMS