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People · Advisors · Finance & Operations
CFA Level 3 Candidate | Portfolio Analytics & Investment Research | Wealth Management
Senior Manager - Investment Advisory · Equirus Family Office
Ritika Dalmiya — Senior Manager - Investment Advisory · Equirus Family Office · Greater Bengaluru Area.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Investment professional and CFA Level III candidate with 5 years of core experience specializing in portfolio analytics, institutional investment research, and strategic asset allocation within the multi-family office and private wealth ecosystem. My expertise spans public and private market opportunities, including mutual funds, portfolio management services (PMS), alternative investment funds (AIFs) and fixed income.
Experience
Investment Analyst
Foresight Family Office · Bengaluru, Karnataka, India
Oct 2022 – Jan 2024
Education