Twinkle Kaur

Background

About Twinkle Kaur

A seasoned finance professional with 11 years of experience I have successfully managed treasury functions financial transactions and investments in multiple asset classes including Mutual Funds Bonds PTCs and Equities. Throughout my career I have developed strong expertise in financial transaction management ensuring adherence to compliance regulations and optimizing portfolio performance. In my previous roles I have been responsible for executing investments performing reconciliations and analyzing investment performance across diverse portfolios. I’ve managed accounts for group entities maintained KYC compliance for various investment vehicles and conducted in-depth evaluations of mutual fund schemes to recommend alternative investment options. As I transition to a Relationship Manager role in Mutual Funds I leverage my extensive experience in client relationship management portfolio advisory and investment strategy. I specialize in providing market insights guiding clients on portfolio allocations and ensuring their investment goals are met through strategic asset management. Previously in Treasury Manager role at Sonalika International Tractors Ltd and Jindal Poly Films Ltd. I successfully managed portfolios provided research-driven insights and developed strong working relationships with banks mutual funds and wealth managers. This blend of treasury and investment advisory experience equips me to support clients effectively in the dynamic world of mutual funds.