Wealth manager
BangaloreMotilal Oswal Financial Services Limited
...client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.3.Product Advisory:Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.4.Relationship Management:Serve as a trusted advisor to clients, ensuring a [...]
Category Management & Consulting