Magazine : Dipti Trivedi
Current
Working
Education
PGDBA Finance
Dipti Trivedi ’s experience
Executive Advisor
at
Motilal Oswal Securities LTD.
, Mumbai
2008/September
• Profiling of client before deciding the ideal asset
allocation. Profiling takes into consideration issues like
clients attitude towards risk, investment horizon, life stage,
and return expectation and investment objectives. • Providing
customized and integrated equity solutions to High Net worth
Investors. • Proactively inform clients on equity investment
decisions and build a healthy portfolio. • Keep a close watch
on the performance of each stock in portfolio and suggest changes
as and when there is a significant trend reversal or
deterioration in clients portfolio. • Check trades are settled
and stocks credited in Demat account in a timely manner.
allocation. Profiling takes into consideration issues like
clients attitude towards risk, investment horizon, life stage,
and return expectation and investment objectives. • Providing
customized and integrated equity solutions to High Net worth
Investors. • Proactively inform clients on equity investment
decisions and build a healthy portfolio. • Keep a close watch
on the performance of each stock in portfolio and suggest changes
as and when there is a significant trend reversal or
deterioration in clients portfolio. • Check trades are settled
and stocks credited in Demat account in a timely manner.
Dipti Trivedi ’s education
PGDBA [Finance],
Lala Lajpatrai Academy of Management. [2007/May]
, Mahalaxmi-Mumbai
Dipti Trivedi ’s additional information
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