Chirag Dholakia

Background

About Chirag Dholakia

MBA (Finance), I have over 18 years of work experience span across Investment Advisory, Analytics, Products. Currently, I advise promoters and family offices investments across fixed income, equities, structures and alternates. Also, includes fund raising through banking channel.During my career, I have had opportunity to work with insitutions like Lloyds, Citi for working in analytics, Products such as Fixed Income, Debt Capital Markets for Private Placements of NCDs and structured financing at Religare. At ICICI Bank providing advisory services end-to-end to the clients based out of Mumbai and entire Gujarat - Ahmedabad, Baroda & Rajkot. Responsible for building asset allocation framework, setting allocation bands based on risk return parameters and developed periodical review process and reports for advisory clients. On a daily basis, I support the national sales team towards client-servicing, portfolio analysis, investment strategies and diverse research assignments.Over the last few years, my focus has also been on developing and maintaining Mutual Fund Managed Portfolio (Multi-asset class PMS). Responsibilities include research based selection of underlying mutual funds, crystallizing portfolio weights, portfolio re-balancing, suggesting new investment themes and preparation of quarterly market updates / ad-hoc reports and analysis for general use