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
1
1
Certification
1
1
Language
Work History
AVP
AIF & PMS Experts India Pvt. Ltd
04.2024 - 05.2024
- 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, TATA Securities Ltd
08.2011 - 05.2013
Senior Relationship Manager
HDFC Securities
12.2005 - 05.2010
- Brokerage generation through Equity Advisory.
Education
B.S.L. (Bachelor of Social Laws) - undefined
University of Poona
June 1995
B.com - undefined
University of Poona
June 1997
HSC - undefined
Pune
June 1991
SSC - undefined
Nagpur Board
June 1989
Certification
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 )
Thanks
Regards
Shrinath Diwan
SANNIWAS, 56
Gananjay Society Unit No3
Kothrud, Pune 411038
Skills
- Staff Management
- Business Planning
- Revenue Generation
- Business Development
- Managing Wealth
- New Client Acquisition
Timeline
AVP
AIF & PMS Experts India Pvt. Ltd
04.2024 - 05.2024
Senior Privileged Relationship Manager
NUVAMA Wealth Management Ltd
06.2013 - 03.2024
Owner
Swasti Consultants, TATA Securities Ltd
08.2011 - 05.2013
Senior Relationship Manager
HDFC Securities
12.2005 - 05.2010
B.S.L. (Bachelor of Social Laws) - undefined
University of Poona
B.com - undefined
University of Poona
HSC - undefined
Pune
SSC - undefined
Nagpur Board
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