HIMANSHU PERIWAL
Summary
Passionate about guiding individuals in building and preserving wealth through informed financial decisions. Experienced in investment product analysis, goal-based planning, and preparing clear advisory communication for clients. Currently pursuing CFP (Certified Financial Planner) certification to further strengthen my ability to serve clients with structured and ethical financial planning advice.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Consultant
Abchlor Investments Private Ltd.
12.2024 - Current
- To prepare Portfolio Communique for HNI clients.
- To compose monthly Market Commentary focusing on macroeconomics and market outlook.
Manager - Products & Compliance
Abchlor Investments Private Ltd.
08.2022 - 11.2024
- Analyzed mutual fund schemes, insurance policies and other investment products for the clients.
- Made investment plans and conducted portfolio evaluation and restructuring for clients based on their financial goals, risk profile and suitable asset allocation.
- Interacted with AMC relationship managers to understand the investment style, strategy, and positioning of mutual fund schemes.
- Prepared monthly Market Commentary and Portfolio Communique for HNI clients.
- Prepared product notes, NFO notes and monthly Mutual Fund Industry report.
- Worked as a writer, editor and proof-reader for articles in inhouse magazine covering mutual funds, insurance, retirement and various other personal finance subjects.
- Provided sales support by meeting key clients along with RMs and helped sales and advisory teams with product-related notes and presentations.
- Managed compliance related work - Portfolio Management Services (PMS) disclosure document, AMFI Due Diligence, online portal compliance etc. in line with SEBI/AMFI regulations.
Assistant Manager - Online Operations
Abchlor Investments Private Ltd.
07.2011 - 07.2022
- Coordinated with different companies (mutual fund houses/Insurance companies/NBFCs offering corporate fixed deposits) for various issues like new empanelment, online tie-ups, signing SLAs and integration. Has been instrumental in successfully shifting the online investment portal to paperless (IP address) onboarding of mutual fund customers.
- Coordinated with CAMS and KFintech for various issues like transaction feedfile format changes and guided IT team to prepare them.
- Managed day-to-day online transactions of Mutual Funds and ensured timely reporting of the transactions on RTA website.
- Coordinated with RTAs & payment gateways on various issues related to financial & non-financial transactions, fund transfer and allotment of units etc.
- Managed and checked the online portal on a regular basis for smooth operations and upgradation.
- Addressed client inquiries, resolve issues, and provided investment-related information as per client's requirement.
- Conversant with MF research & back-office softwares - MF Explorer, ACE MF & Investwell.
Senior Executive - Products
Axis Asset Management Company Ltd.
04.2010 - 02.2011
- Supported product team in Product Development, Product Management and Product Communication.
- Supported to prepare Equity Update, Fixed Income Update, Weekly Portfolio Disclosure etc. for the sales team.
- Supported the investment team by preparing Investment MIS, Competitors Portfolio Analysis etc.
- Assisted in generating new product ideas for the fund house.
- Oversaw and helped in preparation of the monthly factsheet.
- Tracked the trends of the mutual fund industry and helped collect market intelligence.
- Helped the sales team & marketing team in various reports, presentations and content development.
- Axis Asset Management Company Ltd. (Axis Mutual Fund) is a subsidiary of Axis Bank Ltd.
Mutual Fund Analyst
A K Capital Services Ltd.
11.2007 - 03.2010
- Researched & monitored MF performance across all categories.
- Tracked Equity / Debt Market Trends, portfolios and fund managers' strategy.
- Developed recommendations on best Mutual Fund Schemes.
- Prepared reports on Mutual Funds and New Fund Offerings.
- Provided sales support by meeting key clients with RMs.
- Developed asset allocation for clients according to their risk-appetite.
- Conducted Portfolio restructuring for the clients.
- A. K. Capital Services Ltd. is India's leading SEBI registered Category - I Merchant Banker.
Mutual Fund Analyst
Bonanza Portfolio Ltd.
04.2007 - 11.2007
- Bonanza Portfolio Ltd. is a leading brokerage house in India having Corporate Membership of BSE, NSE, NCDEX, MCX, OTCEI and DGCX.
Senior Executive - Sales (Financial Products)
Bonanza Portfolio Ltd.
04.2005 - 04.2006
Education
MMS - Finance
Thakur Institute of Management Studies & Research
QPFP - undefined
Network FP
Certification
- NISM-Series-X-B, Investment Adviser (Level 2)
- NISM-Series-X-A, Investment Adviser (Level 1)
- NISM-Series-V-A, Mutual Fund Distributors Certification Examination
- NISM-Series-XXI-A, Portfolio Management Services (PMS) Distributors Certification Examination
- NCFM - Capital Market, (Dealers) Module
- NCFM - Derivative Core Module
- NCFM - Commodities Market Module
- NSDL - Depository Operations Module
Languages
English
Hindi
Hobbies and Interests
- Listening to music
- Participating in quizzes
- Playing badminton
- Reading newspapers and magazines
Training
- Investor Awareness Program
- Basic Programme on Derivatives
- Workshop on Debt Markets
- Workshop on Commodity Futures Trading
Timeline
Consultant
Abchlor Investments Private Ltd.
12.2024 - Current
Manager - Products & Compliance
Abchlor Investments Private Ltd.
08.2022 - 11.2024
Assistant Manager - Online Operations
Abchlor Investments Private Ltd.
07.2011 - 07.2022
Senior Executive - Products
Axis Asset Management Company Ltd.
04.2010 - 02.2011
Mutual Fund Analyst
A K Capital Services Ltd.
11.2007 - 03.2010
Mutual Fund Analyst
Bonanza Portfolio Ltd.
04.2007 - 11.2007
Senior Executive - Sales (Financial Products)
Bonanza Portfolio Ltd.
04.2005 - 04.2006
MMS - Finance
Thakur Institute of Management Studies & Research
QPFP - undefined
Network FP