ANAND SHANKAR

Deputy Manager II

Excited to discuss your portfolio and provide tailored solutions. Your financial well-being is our priority. Let's achieve success together.

Email
anand.shankar1@icicibank.com

Mobile Number
+91 9955444173

Date of Birth

01/12/1999

Address

Patna

QR Code

Our Services

Portfolio Management

I help clients design and manage investment portfolios that align with their financial goals, risk tolerance, and time horizons. This involves conducting thorough analysi...

Investment Advisory

I offer expert guidance on investment opportunities and market trends, helping clients navigate the complexities of the financial markets. This includes providing insight...

Wealth Planning

I assist clients in developing comprehensive wealth plans that encompass their financial objectives, retirement goals, tax planning, estate planning, and succession plann...

Risk Assessment And Management

I conduct risk assessments to identify potential risks and vulnerabilities in a client's investment portfolio. Based on the assessment, you recommend risk mitigation stra...

Trade Execution

I facilitate the execution of trades on behalf of clients, ensuring timely and accurate implementation of investment decisions. This includes placing orders, monitoring m...

Performance Monitoring And Reporting

I regularly monitor the performance of client portfolios, track investment returns, and provide detailed reports on the progress towards their financial goals. This helps...

Client Relationship Management:

I build and maintain strong relationships with clients, understanding their financial needs, and providing personalized advice and solutions. You act as a trusted advisor...

Compliance And Regulatory Guidance

I ensure compliance with applicable laws, regulations, and industry standards. You stay updated with the regulatory environment, educating clients on the implications of...