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Udit Garg Location
United Kingdom
Udit Garg Work
Co-Founder and Managing Director @ (January 2021 - Present)
Investment Advisor-Private Clients @ (January 2012 - January 2021)
Senior Consultant @ (August 2008 - January 2012)
Senior Vice President @ (January 2004 - January 2008)
Udit Garg Education
CFA UK
IMC Unit 1 Level 3 & Unit 2 Level4 (Investment Management)
2010-2011
FORE School of Management, New Delhi
MBA (Finance & Marketing)
1994-1996
Shri Ram College of Commerce
Economics
1991-1994
Udit Garg Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Capital Markets
Derivatives
Equities
Equity Research
Finance
Financial Analysis
Financial Risk
Investment Advisory
Investment Banking
Investment Management
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Private Banking
Private Equity
Relationship Management
Risk Management
Strategic Financial Planning
Wealth
Wealth Management
Wealth Management Services
Udit Garg Summary
Udit Garg, based in United Kingdom, is currently a Co-Founder and Managing Director at Wealthfusion. Udit Garg brings experience from previous roles at Sun Global Investments Limited, Client Associates and Citi. Udit Garg holds a 2010 - 2011 IMC Unit 1 Level 3 & Unit 2 Level4 in Investment Management @ CFA UK. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets and more. Udit Garg has 2 emails on RocketReach.
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