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I am a finance and investment professional. I have a working background as a Wealth Manager in a well-reputed fund management/asset management company. I have an experience of more than 8 years working in the finance and investment industry. In addition to graduation in the business & finance discipline, I am also a CFA program candidate (preparing myself for the last stage-level 3 of the Gold Standard qualification). Being a prestigious and well-recognized credential in the financial services industry, the CFA program really helped me to have a depth knowledge of financial markets around the world. A snapshot of my activities is as under: I regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances. I Perform financial advisory and consultancy to individual and corporate clients. Financial statement projections, share price valuation, sensitivity and scenario analysis. Advise how to invest prudently in equity and fixed income segments of capital markets. I manage a portfolio of stock investments.
Busy professional with time horizon of 5-10 years before retirement. Increasing interest in managing own portfolio. Looking for best investment strategies consistent with my current conservative approach of buying dividend stocks.