Locality: Mumbai Area, India
Summary: More than 14 years of rich experience in the Finance Industry across various responsibility areas.
Past: Co-Head ASK Family Office at ASK Wealth Advisors Head - Financial Planning & Wealth Advisory at ASK Wealth Advisors Head - Financial Planning at IL&FS Investsmart Securities Ltd. (A HSBC Group Company) Manager - Private Client Group at JM Morgan Stanley Retail Pvt Ltd see less... 1 more...
Education: AFP - International School of Financial Planning Financial Planning (2006-2006) Certified Financial Planner Certification introduced in 1972, has become the most widely recognized, prestigious and internationally accepted Financial Planning qualification
CA-Institute of Chartered Accountants of India Financial Analysis, Tax Planning, Balancesheet Analysis ...
Industry: Financial Services
Skills: Financial Planning & Wealth Advisory, Client portfolio & Investment Management, Strategy & Business Development
Experience: ASK Wealth Advisors (Financial Services industry): Co-Head ASK Family Office, (January 2009-July 2010) 1) Designed & implemented the Family Office business vertical that incorporates wealth management, succession planning, tax & legal, philanthropy advisory amongst others into a single comprehensive strategy for UHNI families 2) Built a open architecture based business...
Interests: Reading, Swimming, Music, Yoga, Investing & Advising, Spending time with family,Helping the Underprivileged
Interests: career opportunities, job inquiries, expertise requests, getting back in touch
Groups: Nanhi Kali Foundation (Supporting the girl child) Instititute of Chartered Accounts of India - Mumbai
Viraj Ghatlia Head (Financial Planning)/IL&FS Investsmart "Determine your needs and investments you can make keeping in mind your cash flow requirements"
Says Viraj Ghatlia, VP (Strategic Solutions), ASK Family Office: "One of the reasons why clients choose family office services is for the expertise that they provide in ...