Investment Management
Anant Ramola | Director | Arthaprise Financial Advisors Pvt LtdWhat is Investment Management?
You may be curious about a Career in Investment Management. Internet is brimming with pages on How to get into Investment Management, while one should first understand What is a Career in Investment Management. Just like you would normally not trust a non Doctor with names of medicines, you should also not trust opinions about Investment Management from non professionals.
Director Anant Ramola is an experienced professional with 7 years & 8 months in Investment Management. Director Anant Ramola defines Investment Management as:
Investment management is the professional asset management of various securities (shares, bonds, and other securities) and other assets (e.g. real estate) in order to meet specified investment goals for the benefit of the investors. An Investment Manager ia an advisor to a client with one overriding goal: to substantially grow the client's portfolio. Investment Managers conduct interviews, research, and statistical analyses of companies, markets, and trends to determine what investments to make or avoid on behalf of their clients.
How Director Anant Ramola got into Investment Management?
After completing my MBA, I worked as a Relationship Manager at ING Vysya for 2.5 years. After that, I worked as Senior Manager at DBS Cholamandalam for a year. Then I worked as Assistant Vice President at Almondz Global for over 4 years. After that, I had a brief stint as a Chief Manager at Kotak Mahindra Bank for a year. Post that, I worked at Ameriprise Financial Services Private Limited as Assistant Vice President for 7 years. In 2018, I started my own venture called Arthaprise Financial Advisors and I am the Co-Founder and Director there.
Director Anant Ramola's Talk on Investment Management |
|
Starts with what is: | |
1) | Investment Management |
Next, it covers Education. We all know that only 10% of what is taught in Investment Management is actually used in real life. The Education section of the Talk clearly explained what is the 10% needed in Investment Management. Here is a list of Education items required for Investment Management: | |
2) | Current Affairs |
3) | Reading |
4) | Finance |
5) | Portfolio Building |
Then, the Talk focuses on the most important component that is Skills. Anyone aspiring for Investment Management needs to understand that Skill development is crucial for success. It details these topics within Skills for Investment Management: | |
6) | Analytical Skills |
7) | Communication Skills |
8) | Emotional Quotient |
9) | Ethics |
It is important to get an understanding of the Positives of Investment Management. These are the Positives of Investment Management: | |
10) | Growth Opportunities |
11) | Networking |
12) | Dynamic Job |
13) | Monetary Benefits |
14) | Work-Life Balance |
15) | Travel |
There are a few Challenges in Investment Management which one needs to be cognizant of: | |
16) | Stress |
17) | Maintaining Reputation |
18) | Acquiring Clients |
In the final section of the Talk, Anant Ramola talks about How a day goes in a Career in: | |
19) | Investment Management |
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How to get into
Investment Management?
If you are want to get into Investment Management, start by investing in a Career Plan.
The 14 hour process, guided by a LifePage Career Advisor, will help you introspect and check whether your interest in Investment Management is merely an infatuation or is it truly something you wish to do for the rest of your life.
Next, your Career Advisor will help you document how you can get into Investment Management, what education and skills you need to succeed in Investment Management, and what positives and challenges you will face in Investment Management.
Finally, you will get a Career Plan stating which Courses, Certifications, Trainings and other Items you need to do in the next 7 years to become world’s best in Investment Management.
LifePage Career Plan
14 hour personalized guidance program
Your LifePage Career Advisor facilitates your guided introspection so that you systematically explore various Career options to arrive at a well thought out Career choice.
Next: your Advisor helps you figure out how you will get into your chosen Career and how will you develop the skills needed for success in your Chosen Career.
LifePage Plan will not stop at saying "to become an Architect study Architecture". It will guide you on which Certifications, Trainings and Other items you need to do along with your Architecture education to become the world's best Architect.
Links for this Talk
LifePage Career Talk on Investment Management
[Career]
https://www.lifepage.in/careers/investment-management
[Full Talk]
https://lifepage.app.link/20191009-0004
[Trailer]
https://www.youtube.com/watch?v=T-vhPkxTkVk
(Investment Management, Anant Ramola, Arthaprise Financial Advisors, Investment Manager, Sales, Marketing, Finance)
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