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Asfia Abrar — Institutional & Wealth Advisor · 360 ONE · Bengaluru, Karnataka, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Dedicated and Experienced Portfolio Management Professional A seasoned expert in Portfolio Management with proven success in Wealth Management, Channel Sales, Personal Banking, and Corporate Advisory. Committed to expanding my client base and managing diverse portfolios, I excel in guiding clients to select tailored financial products that meet their unique needs.
Key Strengths: # Strong decision-making, analytical, and problem-solving skills, ensuring strategic and effective solutions. # Exceptional documentation expertise for maintaining precision and compliance. # Excellent communication, organizational, and multitasking abilities, fostering professionalism in every interaction. # Collaborative and client-centric approach, dedicated to building long-term relationships. # Adept at thriving under pressure and managing complex portfolios efficiently.
Driven by a passion for professional growth, I am committed to delivering optimal results and continuously enhancing my skills in a dynamic financial landscape.
Experience
Institutional & Wealth Advisor
360 ONE · Bengaluru, Karnataka, India
Oct 2025 – Present
Institutional Advisor
Batlivala & Karani Group · Bengaluru, Karnataka, India
Oct 2024 – Oct 2025
B&K is a premier financial consulting firm specializing in comprehensive treasury services for Institutional Clients, Indian Corporates, and Family Offices. As one of India’s well established financial services groups, we have built a reputation for delivering exceptional value through our wealth management platform, which is tailored to meet the needs of Corporate Treasuries and HNI families. Our approach combines insight-driven investment products with strong, enduring partnerships across the industry. This commitment to excellence and innovation enables us to provide customized financial solutions that drive long-term success for our clients. With a focus on delivering results and fostering trust, B&K continues to be a trusted partner in navigating the complex financial landscape.
Education
Skills
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