Open to opportunities

Raksha Rane

@raksharane

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Investment Advisor and CWM focused on portfolio reviews, risk-aligned recommendations, and client growth.

India

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What I'm looking for

I want to join a leading organization and grow as an Investment Advisor—working with professionals across capital markets and commercial banks to deliver portfolio reviews, risk-aligned recommendations, and measurable client outcomes.

I’m a CWM (Chartered Wealth Manager) awarded by American Academy of Financial Management, India, and I’ve cleared NISM XA & XB (Investment Advisor Certification) and Series VA. I build confidence through deep familiarity with how banks and capital markets operate, and I’m known for working effectively under little or no supervision.

Since Aug 2021, I’ve served as a Manager at Motilal Oswal Wealth Limited, creating detailed portfolio reviews and investment proposals for ultra HNIs and family offices, and partnering with RMs on analysis and action plans. Earlier, as a Para Planner at Plan Ahead Wealth Advisors, I crafted customized financial plans and led portfolio review/analysis across mutual funds, direct equity, PMS, and international ETFs, while also coordinating implementation; my background also includes wealth client servicing at ICICI Bank and trading/product support at HDFC Securities, plus credit analysis experience at CRISIL.

Experience

Work history, roles, and key accomplishments

Current

Manager - Wealth Management

Current

Motilal Oswal Wealth Limited

Aug 2021 - Present (4 years 10 months)

Created detailed portfolio reviews and investment proposals for ultra HNIs and family offices. Supported relationship managers with portfolio analysis, risk-based product recommendations, team knowledge sessions, and assistance to junior team members.

Portfolio Review Proposals Wealth Management Product Recommendations Client Advisory Team Knowledge Sessions

Para Planner

Plan Ahead Wealth Advisors Pvt Ltd

Oct 2018 - Aug 2021 (2 years 10 months)

Conducted client discovery meetings and built customized financial plans based on net worth, risk appetite, and goals. Delivered recommendations and performed portfolio review/analysis across mutual funds, direct equity, PMS, and international ETFs while coordinating client implementation.

Financial Planning Mutual Fund Analysis Direct Equity Portfolio Review PMS Advisory International ETFs Client Coordination

Client Service Manager

ICICI Bank Limited

Mar 2017 - Jul 2018 (1 year 4 months)

Assisted relationship managers with operational client queries and handled branch walk-ins and escalations. Executed day-to-day transactions including mutual fund purchases, completed investment documentation, and provided forex travel cards and demat services.

Client Servicing Escalation Management Documentation Management Demat Services

Assistant Manager

HDFC Securities Limited

Jan 2015 - Mar 2017 (2 years 2 months)

Resolved client queries related to trading and provided product knowledge to support online order placement. Coordinated with operations, risk, and compliance to resolve issues, handled complaints/escalations, and produced MIS reports on service performance and case outcomes.

Product Knowledge Complaint Handling Risk & Compliance

Credit Analyst

CRISIL Limited

Apr 2006 - Mar 2014 (7 years 11 months)

Performed structured finance credit analysis by assessing credit quality and analyzing impacts of defaulted and lower-rated assets on deals. Built deal cash flow models from documentation, tracked historical performance, and liaised with S&P analysts to resolve queries and define scope/timelines.

Credit Analysis Structured Finance Rating Agency Query Resolution