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Dynamic Mutual Fund Advisor with a proven track record at Enrolled Direct, excelling in portfolio management and relationship building. Enhanced client satisfaction through effective communication and strategic asset allocation, driving a significant increase in assets under management. Committed to delivering tailored investment strategies that align with client objectives and market opportunities.


Proactive Account Trader specializing in Mutual Fund Operations with extensive experience in market analysis and client relations. Improved operational efficiency and client satisfaction through timely updates and robust data management. Skilled in investment strategy development, regulatory compliance, and advanced analytical techniques within capital markets.

As a Finance Professional with over Six years of Finance and marketing experience. I aspire to work with loyalty and dedication, encompassing all my learning and skills for the organization which enables me to grow along with the organization. Instrumental in resolving advanced fund management issues and catapulting company forward with cutting-edge strategies. Achievements include increasing client returns, strengthening portfolios and managing compliance issues. Good grasp of economic, accounting and mathematical principles. Proven ability to work in fast-paced, multi-tasking, and high- pressure environments.

Dedicated Financial Advisor specialized in Mortgages & Investment with extensive experience in guiding clients through the home financing process. Proven track record of providing exceptional customer service and tailoring mortgage solutions to meet individual needs. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Vishal Nalwaya

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HSBC mutual fund

HDFC credit card

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Bachelor of Arts - History

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HDFC credit card

HSBC mutual fund

Bachelor of Arts - History

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