Deepak Varghese
Wealth and Asset Management , Personal Finance and Corporate Treasury · Kochi
₹590
incl. 18% GST
for 30 min
About
With the passion and intent to work in markets and investments , I have gained professional experience in leading MNC’s - HSBC and CREDIT SUISSE and Indian cos - ICICI Prudential Amc and 360 ONE WAM in the last 25 years which has led to intense understanding of financial markets , asset classes , platforms , process , products and customers . Would like to utilise this knowledge and put to practice for potential users
Experience
In-house experience
26 years across 4 leading Indian /Multi national companies , proficient in portfolio advisory , business development , relationship management and product development . Works on financial planning , portfolio construction and management with regulated asset classes in public and private markets , Estate planning and other services like retirement and tax planning with support from a network of Subject matter experts
Consulting experience
NA
Qualifications
MSc - Finance and Investment, Edinburgh,UK, MBA FINANCE and MARKETING , BTECH - MECHANICAL ENGINEERING
What you'll learn
The above mentioned experience in my areas of competence could be of potential use
Recognition
worked across and achieved goal based outcomes on portfolios across HNI / UHNI clients across south and west India
Available slots
Deepak Varghese hasn’t published slots for the next few weeks
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