Analytical M.Com graduate with rigorous UPSC civil services exam prep and hands-on freelance portfolio management experience—handling ₹50 lakh+ portfolio across four client profiles. Delivered 8–10% returns, constructed multi-asset portfolios, and managed client communication. Seeking an entry-level Portfolio / Relationship Manager role
• Managed a ₹45 lakh retirement fund for a retired government official; structured a systematic withdrawal plan, secured health insurance, and maintained 10% annual returns.
• Designed an aggressive multi-asset strategy (equity, crypto, US exposure) for a working professional in her 20s, aligned with her risk appetite.
• Oversaw asset allocation and rebalancing for a self-employed woman and an institutional real estate client, optimizing risk-adjusted performance.
• Conducted monthly client reviews and performance reporting, building transparency and trust.
• Provided advice on investment opportunities based on individual client profiles.
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