Viral Doshi Email & Phone Number | CA with 15 plus yrs. of experience in Private banking, wealth management, PMS, relationship management, business development, client servicing, Investment, Financial, Technical, Derivatives, analysis, research & advisory, accounting & auditing. CORE STRENGTH COMPRISES OF FOLLOWING SIGNIFICANT SKILL SETS AND ABILITIES • Private banking and wealth advisory • Advisory/Fund management in Mutual Fund, Equity, and Derivatives, with an objective to generate not only absolute return but also better than market returns (Alpha) for any time frame (short, medium and long) • Devise suitable fund and risk management techniques at any given point of time for any time frame (short, medium, or long) for any asset class. • Investment, financial, Technical and derivative analysis • Business development, Client acquisition, servicing and relationship management • Accounting • Auditing • System designing and setting HAD BEEN VISITING FACULTY AT • Bombay Stock Exchange since more than 7 years • National Stock Exchange • Indian Institute (Erstwhile UTI Institute) of Capital Market. Conducted training programme for the staff of Lehman Brothers, Senior Executives of State Bank of India and Reliance Mutual Fund • Institute of Chartered Accountants of India.

Viral Doshi

CA with 15 plus yrs. of experience in Private banking, wealth management, PMS, relationship manageme...
India

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Viral Doshi’s Location India

Viral Doshi’s Current Industry Rushabh Wealth Creators

Viral Doshi’s Prior Industry Standard Chartered Bank | Ask Investment Managers | Networth Stock Broking

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Independent Wealth/Portfolio Manager/Investment/Technical/Derivative/Financial Analyst/ Advisor A

2016-01-01 00:00:00 - Present

Private Banker/Wealth/Investment/Portfolio Advisor

2011-11-01 00:00:00 - 2015-06-01 00:00:00

Vp And Fund Manager (Equities,Derivatives, & Mf)

2007-09-01 00:00:00 - 2011-10-01 00:00:00

Equity / Derivative Strategist & Fund Manager

2004-01-01 00:00:00 - 2007-08-01 00:00:00

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Viral Doshi is a CA with 15 plus yrs. of experience in Private banking, wealth management, PMS, relationship management, business development, client servicing, Investment, Financial, Technical, Derivatives, analysis, research & advisory, accounting & auditing. CORE STRENGTH COMPRISES OF FOLLOWING SIGNIFICANT SKILL SETS AND ABILITIES • Private banking and wealth advisory • Advisory/Fund management in Mutual Fund, Equity, and Derivatives, with an objective to generate not only absolute return but also better than market returns (Alpha) for any time frame (short, medium and long) • Devise suitable fund and risk management techniques at any given point of time for any time frame (short, medium, or long) for any asset class. • Investment, financial, Technical and derivative analysis • Business development, Client acquisition, servicing and relationship management • Accounting • Auditing • System designing and setting HAD BEEN VISITING FACULTY AT • Bombay Stock Exchange since more than 7 years • National Stock Exchange • Indian Institute (Erstwhile UTI Institute) of Capital Market. Conducted training programme for the staff of Lehman Brothers, Senior Executives of State Bank of India and Reliance Mutual Fund • Institute of Chartered Accountants of India.

Viral Doshi has prior
experience in the following industries:
Standard Chartered Bank | Ask Investment Managers | Networth Stock Broking

Viral Doshi has the following professional experience:
Rushabh Wealth Creators | Standard Chartered Bank | Ask Investment Managers | Networth Stock Broking