Sarvesh Gothi

Experience

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  ICICI Securities

  Jun 2017 - Oct 2018

  Management Trainee
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  B&K Wealth Management Pvt Ltd.

  Dec 2018 - Sept 2020

  Investment Manager

  • Managed and advised on asset allocation and thus creating sound investment solutions to give high levels of market growth and facilitating effective financial management strategies to increase portfolio value. • This was achieved through investments in Mutual Funds, PMS and AIF and Debt Oriented Investment Opportunities. • Optimized client interaction, cultivated meaningful relationships built on instant rapport and followed through on all client issues, which increased client satisfaction marginally- thereby earning a reputation amongst clients for providing excellent services and maximized new business opportunities.• Coordinating with Research team to prepare a comprehensive portfolio report on the existing investments and thus analyzing areas where I can add value in the client’s portfolio. Show less

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  Credit Suisse

  Sept 2020 - Mar 2023

  Product Specialist

  Worked as a shared resource in Fund Solutions team and Advisory solutions team while exploring synergies to contribute to the investors portfolio across products like Mutual Funds, ETFs, Hedge Funds.

• 

  Fisdom

  Mar 2023 - Sept 2024

  Senior Product Manager - Alternative Investments
• 

  Nuvama Group

  Sept 2024 - now

  Chief Manager - Private Markets (AIF)