Loading profile…
People · Asset Managers · Investment Leaders
Wealth Advisory | Multi-Asset Portfolio Construction | Research Strategy | NISM Certified (X-A/B, V-A, XXI-A)
Senior Associate - Wealth Advisory · Banyan Capital Advisors LLP
Paul S Joseph, CFA — Senior Associate - Wealth Advisory · Banyan Capital Advisors LLP · Greater Delhi Area.
Direct contact
Reach Paul directly.
1 verified contact method on file — work email. Masked until you unlock.
- pau••••@••••••••.•••
Reveal contact — first one free
Free account, no card required. Your first unlock is on us.
Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 45 credits.
Experience
Wealth Manager
AKCJ Finance · New Delhi
Sep 2025 – Apr 2026
At AKCJ Capital, I have been closely involved in setting up the mutual fund distribution business from the ground up, contributing to the development of client onboarding processes, operational workflows, documentation standards, and compliance-aligned practices in line with applicable regulatory guidelines. Alongside this, I work with individuals, professionals, and families to facilitate mutual fund investments by understanding their financial goals, time horizons, and risk preferences, and assisting them in selecting suitable mutual fund schemes based on publicly available information and product disclosures. My role includes supporting clients through the investment journey by ensuring clear communication, proper documentation, and smooth execution of transactions, while helping them stay disciplined and aligned with their long-term financial objectives across different market cycles.