Aanchal Almal, CFA

Product Manager

Mumbai, Maharashtra, India5 yrs 2 mos experience

Key Highlights

  • Expert in portfolio management and asset allocation.
  • Strong background in investment advisory for family offices.
  • Proficient in financial modeling and analysis.
Stackforce AI infers this person is a Financial Services professional with expertise in investment management and advisory.

Contact

Skills

Core Skills

Portfolio ManagementAsset Management

Other Skills

Analytical SkillsFinanceFinancial AnalysisFinancial ModelingFund RaisingInvestment AdvisoryManagementManager SelectionMarket ResearchPortfolio Construction

Experience

5 yrs 2 mos
Total Experience
1 yr 10 mos
Average Tenure
1 yr 6 mos
Current Experience

Trustplutus

AVP - Products

Nov 2024Present · 1 yr 6 mos

Dsp mutual fund

2 roles

Investment Specialist- Family Offices and Institutions

Promoted

Jan 2024Nov 2024 · 10 mos

  • Investment Advisory, Manager Selection, Portfolio Construction, Fund Raising for Family Offices and Institutions
Investment AdvisoryManager SelectionPortfolio ConstructionFund RaisingPortfolio ManagementAsset Management

Analyst - Passive Investments

Jun 2022Dec 2023 · 1 yr 6 mos

Pi square investments

Financial Analyst

May 2018Sep 2019 · 1 yr 4 mos

Education

B.K.M.I.B.A.-H.L.B.B.A.

Bachelor's degree

Jan 2003Jan 2006

Stackforce found 100+ more professionals with Portfolio Management & Asset Management

Explore similar profiles based on matching skills and experience