Saurabh Mishra
About Saurabh Mishra
Saurabh Mishra is an analyst with extensive experience in financial planning and wealth management. He specializes in providing tailored financial solutions for ultra-high-net-worth and high-net-worth individuals, and currently works at TD Insurance in Halifax, Canada.
Work at TD Insurance
Saurabh Mishra has been employed at TD Insurance as an Analyst since 2019. His role involves analyzing financial data and providing insights that assist in decision-making processes. Based in the Halifax, Canada Area, he has accumulated five years of experience in this position. His work contributes to the overall efficiency and effectiveness of the financial services offered by TD Insurance.
Education and Expertise
Saurabh Mishra studied at Uttar Pradesh Technical University in Lucknow from 2015 to 2017, focusing on Marketing and Finance. He has also pursued studies in Financial Portfolio Management and investment banking. His educational background equips him with the skills necessary to provide advisory services in financial planning and portfolio evaluation.
Background in Banking and Wealth Management
Saurabh Mishra has a diverse background in banking and wealth management. He worked at ICICI Securities as a Wealth Manager for 11 months in 2012-2013 and then at HDFC Bank as an Imperia Relationship Manager from 2013 to 2015. He also held a position as a Private Banker (AVP-2) at IndusInd Bank for three months in 2018. His experience spans various roles that focus on client relationship management and financial advisory.
Financial Advisory Services
Saurabh Mishra specializes in providing tailored financial solutions for ultra-high-net-worth individuals (UHNI) and high-net-worth individuals (HNI). He offers expertise in a range of wealth products, including Portfolio Management Services (PMS), structured products, and Real Estate Investment Trusts (REITs). His experience includes handling complex financial products such as mortgages and mutual funds.