RAJATH HN
Wealth Manager
BENGALURU
Summary
Dynamic Associate Wealth Manager with over 29 months of experience delivering comprehensive financial planning and tailored investment strategies for high-net-worth individuals. Proven track record of exceeding client expectations through exceptional service and measurable results. Expertise in relationship management fosters long-term partnerships, ensuring clients receive personalized solutions aligned with their financial aspirations. In-depth knowledge of wealth management products and services enhances the ability to navigate complex financial landscapes effectively.
Overview
3
3
years of professional experience
Work History
Associate Wealth Manager
MOTILAL OSWAL WEALTH MANAGEMENT
04.2023 - Current
- Managing portfolios of over 70 high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI) clients, with a total AUM exceeding ₹38 crore across India, ensuring optimal asset allocation and risk management.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Advised affluent clients on equities, mutual funds, PMS, AIFs, private equity funds, unlisted shares, bonds, insurance, and structured products.
- Consistently achieved 80% year-over-year growth in AUM, and a client retention rate above 95%.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
Intern
HDFC SECURITIES
05.2022 - 07.2022
- Completed training on technical and fundamental analysis.
- Detailed research on the private banking sector and stock-specific analysis report.
- Hands-on experience in live market trading with the use of major price action indicators.
- Advanced strategies on derivative trading.
Education
MBA - Finance
Alliance University
Bengaluru, India01.2023
Bachelor of Commerce -
Seshadripuram College
Bengaluru, India01.2021
Skills
- Leadership
- Financial Planning
- Portfolio diversification
- Portfolio management
- Trading strategies
- Insurance planning
- Investment strategies
- Market analysis
- Client Acquisition & Retention
Accomplishments
- NISM 21A PMS DISTRIBUTORS 2025-06-22
- NISM SERIES V - A Mutual Funds Distributors 2024-02-27 EUIN-E543624
- SPECIFIED PERSON - IRDA URN No : CAI2507230401 2023-07-31 Insurance Institute of India
- ASSET ALLOCATION EXPERTISE 2023-06-30 FRANKLIN TEMPLETON
- OPTION FUEL - ADVANCED COURSE ON OPTION TRADING 2024-04-16 Motilal Oswal Wealth Management
- ADVANCED EXCEL COURSE Motilal Oswal Wealth Management
Highlights
- Pursuing Certified Financial Planner (CFP).
- Erudition Excellence Award received - SEED PROGRAM (AFFLUENT WEALTH TEAM)
- Invited as Guest speaker on "Importance of Wealth Creation and Indian Equities" for MBA program at Global Business School, Bangalore and many other.
Timeline
Associate Wealth Manager
MOTILAL OSWAL WEALTH MANAGEMENT
04.2023 - Current
Intern
HDFC SECURITIES
05.2022 - 07.2022
MBA - Finance
Alliance University
Bachelor of Commerce -
Seshadripuram College
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