GRAVITAS INVESTMENTS - Portfolio Management Schemes Advisor in Dhanori, Pune

GRAVITAS INVESTMENTS - Portfolio Management Schemes Distributors

Member since May 13, 2023

9766692969

rohankuppa@gravitasinvestments.in

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About Me

Rohan Kuppa is an MBA graduate, passed level II of the Chartered Financial Analyst program(US). He has a rich experience of working with some esteemed companies such as Citigroup and HSBC. Before establishing Gravitas Investments, he worked with ICICI Securities Private Wealth Management as an Assistant Vice President. He has a vast experience of 18 years in financial planning and Ultra-HNI wealth management

About Work Experience

). He has a rich experience of working with some esteemed companies such as Citigroup and HSBC. Before establishing Gravitas Investments, he worked with ICICI Securities Private Wealth Management as an Assistant Vice President. He has a vast experience of 18 years in financial planning and Ultra-HNI wealth management. Getting clients listed through IPO's , getting private equity investments , creating and managing family trusts and getting different product baskets to fulfill the portfolio building objective has been some of his remarkable achievements over the years. He has curated extensive knowledge and world-class strategies and solutions to various financial needs of the clients. He also specialises in handpicking products in fixed income , equity , and providing portfolios like mutual funds, PMS ,AIF, real estate etc. He is deeply regarded by his clients for his financial acumen, expertise and profound experience in the field.

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