manju tolani

Associate Partner

Mumbai, Maharashtra, India13 yrs experience

Highly Stable

Key Highlights

Experienced in investment advisory and capital markets.
Proven track record in wealth management.
Strong background in fintech and startup funding.

Stackforce AI infers this person is a Fintech Investment Specialist with expertise in wealth management and capital markets.

Contact

Skills

Core Skills

Investment AdvisoryCapital Markets

Other Skills

EquitiesWealth Managementfintech fundingstartup funding

Experience

Qi ventures

Associate Director

Jun 2022 – Present · 3 yrs 9 mos · India

# startupfunding ,# fintechfunding

startup fundingfintech fundingInvestment AdvisoryCapital Markets

India infoline private wealth management ltd.

Associate vice President

Jun 2022 – Present · 3 yrs 9 mos

Icici bank

2 roles

cluster branch manager

Mar 2021 – Jun 2022 · 1 yr 3 mos · Mumbai, Maharashtra, India

cluster branch manager of Hughes road branch ,Mumbai

Investment Specialist

Feb 2015 – Mar 2021 · 6 yrs 1 mo · Mumbai, Maharashtra, India

regular portfolio reviews and advising clients as per the markets different investment opportunities

Smc group

Senior Wealth Manger

Nov 2011 – Oct 2013 · 1 yr 11 mos · Pune

senior wealth manager

Education

equity valuation models

learners

Jan 2013 – Jan 2013

kpmg pune

ifrs — accountancy

Jan 2011 – Jan 2011

The Institute of Chartered Accountants of India

Chartered Accountancy — Accounting and Finance

Jan 2005 – Present

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