Davendar Singh — CEO
Finance professional with experience in private wealth management, focusing on portfolio reviews, IPS based proposals, and investment research across equities and derivatives in global markets. Skilled in derivatives and risk management, with a strong ability to design strategies that align with client objectives. Working closely with Relationship Managers to develop portfolio and deliver performance. Backed by CFA progression, I bring a balance of technical expertise and a client centric approach to wealth management.
Stackforce AI infers this person is a Finance professional specializing in wealth management and investment strategies.
Location: Pune, Maharashtra, India
Experience: 0 mo
Career Highlights
- Expert in private wealth management and risk strategies.
- Strong ability to align investment strategies with client goals.
- Progressing through CFA, showcasing commitment to finance.