In 18 years of Wealth Management experience, Pawan has managed Ultra HNI’s and Corporate - Wealth Management needs and Advised clients on various Asset Classes like Equities, Debt, Real Estate, Commodities etc. Pawan is a Certified Financial Planner (CFP), having done his Post-graduation in Marketing & Finance. It has been a wonderful professional journey for him, having worked with Global and Indian organization like Royal Bank of Scotland, Standard Chartered, Morgan Stanley and L&T Pvt Wealth; giving him an opportunity to learn global as well as local best practices which helps in originating a holistic perspective while delivering client solutions.
In the last couple of decades Global Markets, Client’s need & Product Solutions transformed and evolved. The key is dynamic and ever-changing landscape which allows you to continuously learn and develop skills & knowledge to add value to your clients, organization and yourself. Real Estate is an integral Part of any Client’s Asset Allocation starting from Primary Residence to Real Estate as an Investment and it gives him immense satisfaction to advise client the right solution basis their needs.