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Saubhagya Jyoti — Associate Vice President - Wealth Analytics · Client Associates | The Family Office Stack

People · Advisors · Investment Leaders

Saubhagya Jyoti

AVP- Wealth Analytics at Client Associates | Multi Family Office

Associate Vice President - Wealth Analytics · Client Associates

Role confidence VerifiedLocation Bengaluru, Karnataka, IndiaFollowers 520Connections 525

Saubhagya Jyoti — Associate Vice President - Wealth Analytics · Client Associates · Bengaluru, Karnataka, India.

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About

Seasoned Wealth Management professional with experience in diverse facets across spectrum- Investment Advisory, Personal Financial Planning, Retirement Planning and Portfolio Analytics. I aspire to continue adding to my experience and skill sets in the area of Family Office & Wealth Advisory.

Experience

Associate Vice President - Wealth Analytics
Client Associates · Bengaluru, Karnataka, India
Apr 2023 – Oct 2023
Manager- Privy League
Kotak Mahindra Bank · Bangalore
Jan 2017 – Apr 2020

Education

CFA Institute · 2016 – 2017
Institute of Management Technology, Hyderabad — PGDM (General), Finance and Analytics · 2013 – 2015

Skills

Portfolio AnalyticsPortfolio MonitoringFinancial MarketsAnalytical SkillsFinancial AnalysisFinancial ReportingRisk ManagementLiquidity RiskInstrument RatingCredit RiskCredit RatingRisk AnalysisFinancial InstrumentsCommunication

Marketing Communications

Retail Category Management

Wealth Management

Wealth Preservation Planning

Wealth Management Services

Private Banking

Financial Planning

Predictive Modeling

Decision Trees

Artificial Neural Networks

Logistic Regression

Regression Analysis

SAS Programming

Microsoft Excel

PowerPoint

Teamwork

Market Research

Microsoft Office

Business Strategy

Microsoft Word

Finance

Team Management

Research

Related professionals · Client Associates

Aashish Mishra — Private Banker-Associate Director
Abhimanyu Nair — Managing Partner
Amman Grovvar — Vice President - Private Wealth Management
Ananya Shanckaram — Associate Business Development Manager
Chatradhar Paritala — Executive Director
Deepak Jain — Vice President

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Yashwardhan Chauhan — Founder’s Office - Investment, Capital Allocation & Special Opportunities · ReNew
Manoj Bandivadekar
Saurav Lugria — Executive Director & Head - Family Office Advisory · Spark Capital PWM
Biharilal Deora CFA, CIPM, FCA — Director · Abakkus Asset Manager

Organisation

Client Associates

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown