Managing clients' investment portfolios to ensure financial success. Proactively seeking new clients. Discussing major financial goals of clients to better understand their objectives. Conducting risk assessments on investment options.
Assist in secretarial due diligence as per the Companies Act, 2013 for companies preparing for listing (IPO). Support in the drafting and review of documents required for IPO filing (DRHP, resolutions, disclosures, etc.).