Shrinath Diwan
Wealth Manager
Pune,Maharashtra
Summary
Investment Professional, with 20+ years of domain expertise. Talks about AIF, PMS, Debt, Real Estate Fractional Investing.
Overview
18
18
years of professional experience
Work History
AVP ( Sales & Product )
AIF & PMS Experts India Pvt. Ltd.
4 2024 - 5 2024
- Handling a team for all Wealth Products as well as add products to sell.
Senior Privileged Relationship Manager
NUVAMA Wealth Management Ltd.
06.2013 - 03.2024
- Talk about asset allocation
- Investment advisory through AIF, Structure Product, Bonds, Insurance, Direct Equity
- Total AUA 70 crore.
Owner
Swasti Consultants
08.2011 - 05.2013
- Own enterprise as a Authorised Person of TATA Securities Ltd.
Senior Relationship Manager
HDFC Securities
12.2005 - 05.2010
- Brokerage generation through Equity Advisory.
Education
Bachelor of Commerce, India - Banking Finance
Modern College of Art Science And Commerce
Pune 04.2001 -
Skills
Distribution Strategy
Education
- B.S.L. (Bachelor of Social Laws), University of Poona, 06/01/95
- B.com., University of Poona, 06/01/97
- HSC, Pune Board, 06/01/91
- SSC, Nagpur Board, 06/01/89
Certifications
- NISM Series XXI A ( PMS Distributors Certification)
- NISM Series VII ( Securities Operations and Risk Management )
- NISM Series VIII ( Equity Derivatives Market )
- NISM Series I ( Currency Derivatives )
Languageproficiency
English, Hindi, Marathi
Contact
9225528651, shrinathdiwan@gmail.com, shrinathmanoharnath@gmail.com, www.linkedin.com/in/shrinath-diwan-02b70451
Personal Information
- Date of Birth: 01/01/74
- Marital Status: Married
Timeline
Senior Privileged Relationship Manager
NUVAMA Wealth Management Ltd.
06.2013 - 03.2024
Owner
Swasti Consultants
08.2011 - 05.2013
Senior Relationship Manager
HDFC Securities
12.2005 - 05.2010
Bachelor of Commerce, India - Banking Finance
Modern College of Art Science And Commerce
04.2001 -
AVP ( Sales & Product )
AIF & PMS Experts India Pvt. Ltd.
4 2024 - 5 2024
Similar Profiles
Prakash UmarnaniPrakash Umarnani
Enterprise Account Manager at Crayon Software Experts India Pvt LtdEnterprise Account Manager at Crayon Software Experts India Pvt Ltd
ROHIT SINGHROHIT SINGH
Cloud Consultant at Crayon Software Experts India Pvt Ltd.Cloud Consultant at Crayon Software Experts India Pvt Ltd.
Kajal SoniKajal Soni
Business Development Manager at Crayon Software Experts India Pvt. LtdBusiness Development Manager at Crayon Software Experts India Pvt. Ltd
Prachi GokhalePrachi Gokhale
Assistant Manager, Procurement at Tata BlueScope Steel Private LimitedAssistant Manager, Procurement at Tata BlueScope Steel Private Limited
Dr Amar Andrews FDr Amar Andrews F
Medical Officer/ Assistant Professor Physiology at ArmyMedical Officer/ Assistant Professor Physiology at Army