Utsav Soni

Background

About Utsav Soni

As a CFA charter holder with over 7 years of experience in wealth management and financial advisory, I am passionate about designing sophisticated investment strategies that deliver measurable results for ultra-high-net-worth individuals (UHNI). Currently, I serve as a Portfolio Analytics manager at ASK, leading asset allocation and portfolio construction for entire South. Collaborating closely with wealth relationship managers, I ensure tailored, top-tier solutions that align with our client's unique goals and aspirations. Before this, I worked as an advisor with a SEBI-registered RIA firm, refining my skills in building comprehensive, client-focused portfolios. My core expertise lies in asset allocation, risk management, and developing strategies that navigate dynamic market conditions while safeguarding and growing wealth. I am committed to driving excellence in every portfolio I construct, ensuring it reflects the highest financial acumen and integrity standards. Connect with me to discuss wealth management strategies, portfolio optimization, or industry trends!