Wealth manager profile

1. “Stayinvestedforlong
term”
No Of Clients Average Portfolio
Performance
My bestadvice My Approach
Over the years I have advised over 100+ clients and provided them an average return of 18%
CAGR on theirinvestments.
I am a Professional Wealth Manager with over 6 years experience.. I manage a diverse set
of clients spanning across HNIbusinessmen, working professionals and NRIs.
Ispecialize in providing customized wealthmanagement solutions.
Summary
TinuShah
WealthManager
B.Com+CFP
+9192233 90139
/TINU
@TINU.JI
tinu-shah-75a3609
My scorecard
Wealth
Planning
Investment
Management
PMS Mutual
Funds
100 + 18%
CAGRAverage portfolio
size
of Rs. 1crs
Understand Profile
ProposeImplement
Report Review

2. WhatI Do
What Ido is highly skilled and specialised, Igetpaid a fixedconsulting feeseverymonth plus all my expensesaretakencare of. Following aremereexamples of
thekind ofclients Iworkwith and thetypeofwork Ido for themon behalf ofAOS Studley.The actual client list would include many more
CASESTUDY/EXAMPLES
Here’s a sample ofwhat I do
prakrut@gmail.com
“Divestment of their non-
operating asset worth 10 crs.
Located at Sanaswadi – Pune
• Strategizing Sales Process
• Managing potential buyers
• Receiving Bids
• Negotiations
• Closing
“Optimization of process layout
to increase production”
• Studying existing process
layout
• Creating compliance reports
• Suggested optimized layouts
• Working feasibility studies
“Rental Savings through re-
location”
• Search for optimal
relocation solutions
• Manage negotiations that
convert in to savings
• Manage Fit-out process
• Move Management
• Ensure Zero disturbance to
on- going business
“Office Fit-out Management”
• Office Design Layout
• Project Execution
• Co-ordination
“Office Relocation”
• Site Search
• Capex Costing
• Suggested optimized layouts
• Negotiations
• Documentation
“Asset Divestment in Mumbai
worth Rs.. 40 crs.”
• Buyer Search
• Negotiations
• Process Management
• Liaison
Note: Iam a highly bankable and employable resourcein theRE Consulting fields, mypotential employers can beeitheran International Property Consulting firm or any
large sizedevelopers across the country. Apart from thatI can beemployedat any consulting firm.
My averagetakehome pay incase Idecide to takeup employmentwould benot less than Rs.45-50Lakhs perannum.
Why Self Employment : Ipreferto beindependentand workon thetypeof project that needmyspecialisation. Also Iam already working on a technology product and will
soon launch it once it is ready and developed.You can check it out at www.tricorex.com