Anil Ravi
Client Growth Partner at Dezerv
Based in Bengaluru, India
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Seniority
Staff
Department
Sales & Business Development
Location
Bengaluru
Industry
Investment Management
Company size
542
Contact information
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a•••••••@dezerv.in
Phone
5 credits+91 ••• •••• ••••
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Background
About Anil Ravi
As a Manager at InCred Wealth, I provide wealth management services to High Net-Worth and Ultra-High Net-Worth Individuals and Corporates. I have over 7 years of experience in the finance industry, working with various asset classes, investment strategies, and financial tools, and I am a CFA Level 3 Candidate. I have a strong background in investment research, portfolio accounting, and treasury management, having worked with leading firms such as INDmoney, O3 Wealth & Asset Management, and International Money Matters. I have developed and executed multiple financial plans, model portfolios, and investment recommendations for my clients, helping them achieve their financial goals and optimize their returns. I have also leveraged my analytical and technical skills to identify new investment opportunities. My core competencies include financial advisory, wealth management, investment research,and portfolio management. I am passionate about the financial markets and constantly learning new skills and techniques to enhance my expertise and deliver value to my clients.
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