Analysis of operational practices in financial services space
03/26/2026
One of our clients wants to connect with experts who have knowledge of Wealth management space in India. They are trying to understand and gain Insights on Investment reporting practices, Backend calculation approach, Portfolio management practices, Investment approach and various other factors in this space. The experts who have Previously worked with Axis Bank, 360 One, Julius Baer, HDFC Bank, Kotak Mahindra Bank, ICICI Bank, IndusInd Bank etc. would be ideal.
