Divey Mehrotra

Divey Mehrotra

Wealth Management Advisor

Followers of Divey Mehrotra341 followers
location of Divey MehrotraMoradabad, Uttar Pradesh, India

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  • Timeline

  • About me

    wealth manager @ SHREENIVESH INVESTMENTS

  • Education

    • Law College Dehradun

      2014 - 2019
      BBA/LLB Business and industrial law
    • Law College Dehradun - India

      2014 - 2019
      BBA/LLB Business and industrial law
  • Experience

    • Shreenivesh Investements

      Apr 2020 - Nov 2023
      Wealth Management Advisor
    • Freelance

      Oct 2023 - now
      Wealth Management Advisor

      Highly motivated wealth advisor with 4 years of experience and seek a challenging position in areputable organization to leverage expertise in crafting customized financial solutions andmaximizing client wealth. Possesses strong analytical skills, meticulous attention to detail, and aproactive approach to problem-solving. Eager to contribute to organizational growth andcontinuously hone professional skills through collaboration and learning.

    • Way2Wealth Brokers Pvt. Ltd.

      Oct 2023 - Dec 2023
      Relationship Manager
    • HBF Direct Limited (Founders Club India)

      Nov 2023 - May 2024
      Business Coordinator
    • Shreenivesh investment

      Apr 2024 - now
      Wealth Management Advisor

      ChatGPTShort wealth manager rolesChatGPTWealth managers provide comprehensive financial services to clients, focusing on managing their investments, estate planning, retirement planning, tax services, and more. Here are brief descriptions of key roles in wealth management:Financial Advisor: Works directly with clients to develop personalized financial plans, including investment strategies, retirement planning, and risk management.Portfolio Manager: Manages investment portfolios on behalf of clients, making decisions about asset allocation and investment selection to achieve desired returns.Estate Planner: Helps clients plan the distribution of their assets after death, ensuring tax efficiency and fulfillment of the client’s wishes Show less

  • Licenses & Certifications

    • Indian Labour law and statutory compliances

      SkillDeck Bangalore
    • Lean Six Sigma Green Belt

      KPMG
      Feb 2023
    • Labour law compliqnce

      SKILL DEVELOPMENT INSTITUTE (SDI), BHUBANESWAR
      May 2021