Shriya Tandon

Product Manager ( Wealth Products ) @ Religare Broking Ltd

About

Unleashing the power of financial management and client success. With a sharp mind, extensive experience, and an insatiable thirst for knowledge, I am your go-to professional for designing portfolios that yield exceptional results. Let's embark on a journey of financial excellence together. Driven by numbers, fueled by curiosity. I'm a financial management enthusiast with a knack for problem-solving and a passion for designing winning portfolios. With over 8 years of experience managing clients across various asset classes, I bring research-backed models to the table. Lifelong learning is the mantra, and I thrive on overcoming challenges in the ever-evolving world of finance. Let's navigate the markets together! A driven financial enthusiast, constantly exploring the depths of the market. My diverse portfolio spans across various asset classes, guided by meticulously researched models. With an advanced financial planning course under my belt and a strong foundation in mutual funds through NISM certification with Investment banking professional course ,I am well-equipped to navigate complex investment landscapes. Fuelled by my intellectual curiosity, I strive to be a lifelong learner in the ever-evolving world of finance. A post-graduate from the esteemed University of Mysore, I combine academic excellence with practical expertise to deliver strategic financial management solutions. Let's embark on a prosperous financial journey together!

Country

India

City

New Delhi

Industry

Financial Services

Skill

Customer Service, Microsoft Excel, Leadership, Microsoft Word, Microsoft PowerPoint, Public Speaking, Social Media

Experience

Product Manager ( Wealth Products )

Religare Broking Ltd

2025-5 - Present · 1 yr 5 mos

Delhi, India

To develop, manage, and enhance financial products that meet market demands, regulatory standards, and organizational goals. Work closely with cross-functional teams including research, sales, compliance, risk, technology, and operations to conceptualize, design, and launch financial offerings such as investment products, lending solutions, digital financial tools, and wealth management services.

Investment Advisor ( All Financial Instruments)

mastertrust

2023-6 - 2025-4 · 1 yr 11 mos

Delhi, India

Financial Products: Mutual funds, Portfolio Management Services, Alternative Investment, Unlisted Space, Fixed Income, Equity Advisory, Startup Investment, NBFC, MTF, Stocks, LAS,

Product Manager( Wealth Products)

mastertrust

2022-2 - 2023-6 · 1 yr 5 mos

Delhi, India

Financial Products : Mutual funds, Portfolio Management Service , Alternative investment , Unlisted Space, Fixed Income , Equity Advisory.

Financial Advisor ( Wealth Products)

INDmoney

2021-11 - 2022-2 · 4 mos

Gurugram, Haryana, India

Investment Manager ( Private Groups )

iVentures Capital

2020-11 - 2021-11 · 1 yr 1 mo

Gurugram, Haryana, India

 Designing and reviewing portfolios of HNI clients.  Creating plans and presentations for client acquisitions.  Assisting in the selection of investment products suitable for clients.  Creation of multi-asset model portfolios.  Experience in analyzing clients investments portfolios.  Curating and maintaining dashboard for economic and financial indicators.

Financial Planning Manager ( Financial & Retirement planning specialist)

FinEdge

2017-8 - 2020-10 · 3 yrs 3 mos

Gurugram, Haryana, India

 Experience of handling Ultra HNIs and HNI client, with an AUM of Rs. 190 Crs.  Experience of managing a team of financial advisor's.  Directly advising client regarding their financial decision and requirements.  Preparation of financial plan/ retirement plans and doing detailed review of the client portfolios.  Research related to mutual funds.  Understanding of client behavioral aspects.