Swati Jayaraman Cfa Email & Phone Number | When money realizes that it is in good hands, it wants to stay and multiply in those hands. As a Private Banker, I help clients manage their wealth by providing advice and solutions that are customised to their investment profiles and financial objectives. Principles that I follow and try to include in client portfolios are Simplicity over Complexity; Ingenuity over Flamboyance and Value over Volume. Specialities: Portfolio Management, Relationship Management, Investment Advisory

Swati Jayaraman Cfa

When money realizes that it is in good hands, it wants to stay and multiply in those hands. As a Pr...
Delhi, Delhi, India

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Swati Jayaraman Cfa’s Email swati.jayaraman@iiflw.com

Swati Jayaraman Cfa’s Phone Numbers

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Swati Jayaraman Cfa’s Location Delhi, Delhi, India

Swati Jayaraman Cfa’s Current Industry 360 One Wealth

Swati Jayaraman Cfa’s Prior Industry Icici Bank

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Senior Partner

2024-08-01 00:00:00 - Present

Private Banking - Dubai | NRI

2015-01-01 00:00:00 - 2017-09-01 00:00:00

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Swati Jayaraman Cfa is a When money realizes that it is in good hands, it wants to stay and multiply in those hands. As a Private Banker, I help clients manage their wealth by providing advice and solutions that are customised to their investment profiles and financial objectives. Principles that I follow and try to include in client portfolios are Simplicity over Complexity; Ingenuity over Flamboyance and Value over Volume. Specialities: Portfolio Management, Relationship Management, Investment Advisory