Aanchal Almal, CFA

Product Manager

Mumbai, Maharashtra, India5 yrs 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

Trustplutus

AVP - Products

Nov 2024Present · 1 yr 4 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

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