Manjari Mishra, CFA — Master in Investment and financial analysis, PGP in marketing and Bachelor of science in economics . · Family Office

Manjari Mishra, CFA — Master in Investment and financial analysis, PGP in marketing and Bachelor of science in economics . · Family Office · Mumbai, Maharashtra, India.

Direct contact

No direct contact on file for Manjari yet.

About

I have specialisation in portfolio management and analysis. I am a diploma holder in management specialised in marketing, master in investment and financial analysis and graduated with Economics,Maths and statistics. I have 11 years of experience in fixed income ,equity and financial planning.

Experience

Head of family officeCurrent
Family Office
Jun 2019 – Present
To analyse, monitor and suggest changes in portfolio. ➢ To develop investment Strategies . ➢ To analyse financial markets and individual companies. ➢ Provide advice and guidance for investment opportunities. ➢ Create reports on investment performance and activity. ➢ Manage equity and bond portfolios with the aim of maximizing investment returns. ➢ Commensurate acceptable levels of risk based on client instructions.
Group Business Development Manager
Birla Sun Life Insurance · Mumbai, Maharashtra, India
Dec 2013 – May 2015
Ø To develop new relationship with medium and small size companies for employee benefit solutions and corporate liability fund management. Ø To maintain existing relationship by sending time to time report on their fund position, market outlook and suggestions on existing portfolio. Ø To understand company's core business and advice accordingly to enhance good HR and corporate practices.

Education

ICFAI — MFA, Financial Analyst · 2010 – 2012
Indira Institute of Management ,pune in 2008 — MBA, Marketing · 2006 – 2008

Skills