investment advisory Search Results
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Saransh Jaiswal
Finance professional with 5+ years of experience in the securities market, specializing in equity, derivatives, and portfolio management. Proven exper... View More
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Certifications
- - NISM-Series-VIII: Equity Derivatives (Certified)
- - NISM-Series-XV: Research Analyst (Certified)
- - NISM-Series-V-A: Mutual Fund Distributor (Certified)
Misaki Yoshioka
Investment professional with proven experience in client acquisition, investment advisory, and research on U.S. equities and asset products. Skilled i... View More
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Harsh Kumar
Wealth management professional with comprehensive understanding of financial planning and investment advisory. Adept at developing tailored wealth str... View More
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Certifications
- CSI: Canadian securities course
- CFI: Financial modelling and Valuation analyst
- RBC: Financial Risk Management
ALBERTO CUÑARRO MUZIO
Senior Private Banking Executive with over 15 years advising high-net-worth clients in Latin America. Expertise in wealth management, private financin... View More
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Cheng Ye Jayden Yap
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Ability to develop effective fina... View More
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Certifications
- M5 Certificate in Rules And Regulations For Financial Advisory Services
- M9 Certificate in Life Insurance And Investment-Linked Policies
- M9A Certificate in Life Insurance And Investment-Linked Policies II
Meghaswi D R
Resourceful trade surveillance analyst with a proven track record at Securities, excelling in investment advisory and financial planning. Expert in ma... View More
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Certifications
- NCFM
Kanupriya Kansal
Dynamic financial services professional with over 9 years of experience, including 7 years in wealth management sales and 2.5 years in investment oper... View More
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Ebrahim Essop Rawat
Dynamic Investment Manager with a proven track record at White Truffle Group, adept in portfolio management and strategic planning. Enhanced client sa... View More
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Tejas Sant
Results-driven financial services professional with 10+ years of experience in broking, investment advisory, customer success, and digital business gr... View More
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Ankita Singh
Dynamic professional with a proven track record in business development and investor relations. Successfully facilitated U.S. investments through stra... View More