William Mani
Financial advisor
Banglore
Summary
A CFA level 3 candidate with a passion for share market & portfolio management. Currently working for PeakAlpha Investment Services Private Limited as a financial advisor. NISM certification of 10A, 5A and 8.A B.Com graduate with 7.43 CGPA. Strong Communication skills and a drive for leading projects. Owner of Investing With Will - A blog consisting of a series of financial education series (Financial made simple) & stock analysis reports.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Peakalpha
04.2024 - Current
- Managing portfolio of around 30 clients (NFP as well as FP)
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Finance manager of Coconut cove Vakala
01.2022 - Current
- Managed 800+ clients & finances of resort.
- Managed company revenue account (Turnover of 1.5 Crore + )
- Excel & Financial planning
- Financial planning tools such as expected expenses & profit
Equity Research Analyst
Hedge
09.2022 - 01.2023
- Equity analyst internship - Certification in Financial Services (CFS) Program for Hedge.
- Equity recommendation/report writing.
- Lead group of 3 during internship tenure.
- Worked for 50 hours + for final presentation and report
Education
B.COM CA -
Mahatma Gandhi University (SCMS)
Kochi 01.2020 - 2023.04
NISM - 8 , NISM - 10A, NISM 5A - NISM
National Institute of Securities Markets (NISM)
New Delhi 04.2001 -
CFA - Level 2 Pass -
CFA Institute
United States 01.2024 - 01.2024
Skills
- Mutual funds
- Investment Consulting and Planning
- Wealth Management
- Asset Allocation
- Financial Advising
- Investment Management
- Equity research
- Retirement needs
- Insurance decisions
- Client Relations
- Investment planning
Timeline
Financial Advisor
Peakalpha
04.2024 - Current
CFA - Level 2 Pass -
CFA Institute
01.2024 - 01.2024
Equity Research Analyst
Hedge
09.2022 - 01.2023
Finance manager of Coconut cove Vakala
01.2022 - Current
B.COM CA -
Mahatma Gandhi University (SCMS)
01.2020 - 2023.04
NISM - 8 , NISM - 10A, NISM 5A - NISM
National Institute of Securities Markets (NISM)
04.2001 -
Similar Profiles
PAVAN MPAVAN M
Java Backend Developer at Infosys Ltd.Java Backend Developer at Infosys Ltd.
Bhaswati SahariaBhaswati Saharia
Physiotherapist Intern at HOSMAT Multispecialty HospitalPhysiotherapist Intern at HOSMAT Multispecialty Hospital
Chethan RChethan R
Warehouse Manager at Southern Cargo Logistics Pvt LtdWarehouse Manager at Southern Cargo Logistics Pvt Ltd