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(022) 46 024 066

info@pplanethr.com

Legal- Wealth Manager

📍 Mumbai

💼 Experience: 4+Years

  • Conduct valuation and investment analysis of companies in infrastructure and other sectors to support informed investment decisions such as portfolio performance for AIFs.  
  • Optimize portfolio performance through continuous monitoring and analysis.
  • Maintain and update comprehensive databases of financial metrics, KPIs, and company valuations.
  • Facilitate book-building processes for preferential issues and IPOs, ensuring smooth execution and compliance.
  • Prepare financial models, investment memos, and reports for internal and external stakeholders.