Shreemati is a qualified cost accountant (ICAI-The Institute of Cost Accountants of India ) and Management Degree holder from SP Jain School of Global Management - Dubai and Singapore with several years of experience in the Finance and Wealth Management Industry. Accredited with a strong academic record and an analytical mind, she has worked with some of the leading financial institutions in handling client portfolio management, investment advisory and business development roles.
She joined Globaleye in 2012 as an integral part of the Investment Committee acting as a key resource to the Wealth Management proposition in effectively designing, structuring and maintaining the client portfolios. She performs investment due diligence to assess the overall suitability taking into consideration target performance standards, risk profile and regulatory parameters.
She has completed the MAS (Monetary Authority of Singapore) mandated Singapore Financial planning courses and is currently pursuing her CAIA (Chartered Alternative Investment Analyst).
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