Sanket Shah
Wealth Management - Family Office, Corporate Treasury, Trust & HNI dealing @ ICICI Bank
About
Worked with some of the premier Banks and Investment advisory companies in capital market in India Specialties :Banking,Investment, Mortgage, Technical Analysis, Capital Market, Mutual Funds, Financial Planning,
India
Ahmedabad
Financial Services
Portfolio Management, Strategic Financial Planning, Securities, Retail Banking, Insurance, Equity Derivatives, Financial Advisory, Options, Bonds, Equities, Valuation, Management, Team Leadership
Experience
Investment Specialist
ICICI Bank
Ahmedabad, Gujarat, India
Senior Vice President
Spark Capital PWM
Ahmedabad, Gujarat, India
Associate Director
InCred Wealth
Ahmedabad, Gujarat, India
Team Leader Burgundy - Wealth Management
Axis Bank
Ahmedabad, Gujarat, India
Senior Manager - Burgundy Wealth Managemet
Axis Bank
Ahmedabad Area, India
Private Banking, Wealth Management
PreferredRelationship Manager
HDFC Bank
Ahmedabd
Retail Branch banking, Wealth Management
Wealth Relationship Manager
IndusInd Bank
Ahmedadabad
Retail Banking, Wealth Management
Senior Investment Advisor
Carapace Financial Solutions, Ahmedabad, India
Ahmedabad
Handling Stock broking and Mutual fund, arbitrage division Responsible for Advising clients’ on their Equity, derivatives, debt, Mutual funds, Insurance and other structured products portfolio. Technical Analysis using Advance charting softwares like Iris and metastock
Relationship Manager
Motilal Oswal Financial Services Ltd
Maintaining Relationship with Existing Clients, Servicing them and managing/advising their portfolios in Mutual Funds both in Equity, Debt, Short term Debt, Govt. Securities.
Investment Advisory and Mutual Fund Distribution
Stratagic Capital Corporation, Ahmedabad, India
Ahmedabad
(1) Maintaining Relationship with Existing Premier Brokers, Assisting them on Portfolio management of their premier clients, providing them Marketing and Research Support. (2)Developing Indirect Channel through Finding out and converting New Premier and Normal Brokers. (3) Arranging Training Programs for Premier Brokers
Comparitive study using statestical tools
Porject :Ranking of Mutual Fund Schemes
•Sample: Seven Schemes in Equity Diversified sector; Alliance Basic Industries, Alliance equity, Prudential ICICI, Escort Growth Plan, JM Equity fund, IL&FS growth plan, •Aspects: Basics of Mutual fund, Function, Types and Structure, Industry. Calculating and Comparing various Performance parameters like; Investor Expectation Ratio, Portfolio Turnover, Corpus Size, Liquidity, Expense Ratio.
Education
Hemchandracharya North Gujarat University
Electrical Engineering
Sanket Shah's Contact Information
Phone
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