Devashish Arora

Experience

• 

  Delhi School of Economics

  Jul 2011 - Jun 2013

  Placement coordinator

  Core Member of Corporate Relations team, Primary work involved:1. Building Corporate relationships, organising live projects , internships and final placements2. Interacting with HR of the organisations as a representative of MIB - Delhi school of Economics.

• 

  Ipsos

  Dec 2012 - Jan 2013

  Summer intern

  Contributed in quantitative as well as qualitative Research for various on going projects.

• 

  ICICI Bank

  Jul 2013 - Aug 2014

  Wealth Manager

  Managed client relationship w.r.t diverse set of BFSI products, namely - Investments(financial products as well as real estate),mortgage,credit cards,estate planning etc. Also, Dealt with companies, advising them on loan syndication and corporate investments.

• 

  Citi

  Sept 2014 - Sept 2016

  Wealth Counselor

  managed Investment portfolio of HNI clients, primarily dealing with Products comprising Fixed Income securities, Mutual Funds, Direct Equity, Derivative strategies, Structure Notes, PMS etc.

• 

  AnandRathi Wealth Limited

  Sept 2016 - Mar 2019

  Vice President

  Estate Planning & Private Wealth Management

• 

  Accrue Finvisor

  Apr 2019 - now

  Partner

  Estate Planning & Private Wealth Management

• 

  HOSS- House Of Soft Skills

  Dec 2019 - now

  Co-Founder