Smeet Gopani - Portfolio Management Schemes Distributors
Member since Jun 14, 2019
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About Me
We at Street Wise believe that with right tools and skill sets one can thrive in any environment, including the seemingly complex financial world.
Our aim is to help you achieve long term financial objectives in an unbiased and transparent manner.
Our offerings include investments (mutual funds, direct equities, PMS, alternative funds, bonds), insurance (life & health) and loans.
About Work Experience
Prior to starting Street Wise, Smeet was an Investment Advisor & Research Analyst at Barclays Securities. He advised clients for investment avenues across asset classes basis their risk profile and expected returns. He was involved with identifying new ideas and products, conducting detailed due diligence, taking them through the selection process, project managing the end to end process and conducting ongoing due diligence and reviews on Mutual Funds / Alternative Funds / 3rd party PMS from various offerings available in the market.
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
8 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Share Trading & Demat
Portfolio Management Schemes
Housing Loans
Personal Loan
Loan Against Property
Affiliations
-
Not Specified
Awards & Recognition
-
Received Success Mantra Award at Barclays in year 2016
Address
Smeet
1701, Laxmi Chhaya, Babhai Nakka,
LT Road, Borivali West,
Borvali West,
Mumbai,
Maharashtra, 400092
LICENSE
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Mutual Fund -
ARN No.
154805 - Validity -
12-10-2019
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