Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Generic

Rajani Prakash

Bangalore

Summary

Professional Experience

Results-oriented financial distribution professional with 14.6 years of experience spanning mutual fund distribution, direct equity management, PMS, and commercial property investments. Proven track record of building and managing a client base of over ₹100 crore within 4 years. Recently earned an MBA in Financial Management, equipping me with advanced strategic and analytical skills to navigate complex financial markets and deliver value-driven solutions. Adept at cultivating lasting client relationships and identifying lucrative investment opportunities across diverse asset classes.

I excelled as a Research Analyst, Portfolio Manager & Strategist, growing a direct equity client base significantly enhancing revenue by diversifying asset offerings. My analytical acumen and wealth management expertise drove client satisfaction and retention, showcasing my ability to navigate market trends and regulatory standards.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Research Analyst, Portfolio Manager & Strategist

Winrich Professionals services pvt Ltd
Bangalore
06.2010 - 12.2024
  • Spearheaded the transition from mutual fund distribution to direct equity, growing a robust client base of ₹100 crore within four years.
  • Managed high-net-worth clients (HNWIs) by offering customized investment solutions, including PMS, unlisted shares, and commercial property investments like Strata and HBits
  • Expanded the firm's portfolio offerings by introducing new asset classes, increasing revenue by [specific percentage]
  • Regularly analyzed market trends and advised clients on strategic asset allocation to maximize returns and minimize risks
  • Streamlined distribution processes and ensured strict adherence to regulatory and compliance standards
  • Conducted regular client reviews, ensuring portfolio alignment with individual goals and market conditions
  • Built a ₹100 crore direct equity client base in just 4 years
  • Diversified the company's offerings to include PMS, unlisted equities, and commercial property investments, increasing client satisfaction and retention
  • Successfully distributed commercial property investments, such as Strata and HBits.
  • Mentored junior team members, improving their understanding of financial products and sales techniques

Education

MBA - Financial Management

NMIMS

Bachelor of Science - CBZ

MES College
Bangalore

Skills

  • Analytical mindset
  • Strength in research
  • Wealth Management & Client Advisory
  • Mutual Funds, Direct Equity, PMS, and Unlisted Shares
  • Commercial Property Management and distribution
  • Financial Analysis & Risk Management
  • Client Acquisition & Retention
  • Portfolio Diversification Strategies
  • Regulatory Compliance and Documentation
  • Business Development and Market Expansion

Certification

  • NISM CERTIFICATIONS
  • 1. V A – Mutual Fund Distribution Certification
  • 2. XXI A – PMS distribution certification
  • 3. XV A - Research analyst certification
  • 4. VIII – Equity & Derivative certification
  • QPFP certificant from NETWORK FP

Accomplishments

  • Built a ₹100 crore direct equity client base in just 4 years.
  • Diversified the company's offerings of PMS of about 60 cr + within 1. 4 years.
  • Successfully distributed 6 cr worth of commercial property investments, such as Strata and HBits of about 4 cr within 8 months
  • Built 20+ smallcase strategies and developed 30Cr aum within 2+ years.

Languages

English
First Language
Telugu
Proficient (C2)
C2
kannada
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1

Timeline

Research Analyst, Portfolio Manager & Strategist

Winrich Professionals services pvt Ltd
06.2010 - 12.2024

MBA - Financial Management

NMIMS

Bachelor of Science - CBZ

MES College

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Rajani Prakash