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Udit Garg Location
United Kingdom
Udit Garg Work
2021 -now Co-Founder and Managing Director @
2012 -2021 Investment Advisor-Private Clients @
2008 -2012 Senior Consultant @
2004 -2008 Senior Vice President @
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
Wealth Management Services
Portfolio Management
Capital Markets
Derivatives
Investments
Relationship Management
Financial Risk
Investment Advisory
Asset Allocation
Asset Managment
Wealth Management
Equities
Mutual Funds
Equity Research
Strategic Financial Planning
Investment Strategies
Risk Management
Asset Management
Financial Analysis
Wealth
Private Equity
Investment Banking
Private Banking
Investment Management
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, Wealth Management Services, Portfolio Management, Capital Markets, Derivatives and more. Udit Garg has 2 emails on RocketReach.
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