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