Wealth Management | Treasury | LRS Investments | Portfolio Management | MBA | Certified Financial Planner
Tushar
Tushar has more than 16 years of Capital Markets and Wealth Management experience in India and North America. He has worked with reputed organizations like HDFC Bank, Bandhan Mutual Fund, Pioneer Client Associates-Gurgaon, CIBC-Toronto, and the Family office of the promoters of Mankind Pharmaceuticals Limited (NSE: MANKIND).
He is skilled at managing investment portfolios across asset classes, jurisdictions, and family generations. He has helped 150+ clients manage their wealth in the most scientific, tax, and cost-efficient manner. He helps build corporate investment TEAM and steer corporate investments.
He is at his best when helping clients build investment strategies, implementing investment TEAM, risk management, tactical asset allocation, investment idea screening, and portfolio performance reviews. He has hands-on experience in Equity, Fixed Income, Hedging, and derivatives strategies.
He is skilled at managing investment portfolios across asset classes, jurisdictions, and family generations. He has helped 150+ clients manage their wealth in the most scientific, tax, and cost-efficient manner. He helps build corporate investment TEAM and steer corporate investments.
He is at his best when helping clients build investment strategies, implementing investment TEAM, risk management, tactical asset allocation, investment idea screening, and portfolio performance reviews. He has hands-on experience in Equity, Fixed Income, Hedging, and derivatives strategies.