Ms. Nipa Haria

Ms. Nipa Anil Haria has more than 29 years’ experience in the field of financial management and investment strategies. Ms. Nipa Anil Haria has successfully cleared the NISM Series XIX-C Alternative Investment Fund Managers Certification, fulfilling the SEBI-mandated requirement.

 

She is associated with Sushil Financial Services Pvt Ltd (AP) for more than two decades. Sushil Finance Group is Indian Equity Research and Broking house being associated with the Bombay Stock Exchange (BSE) as well as the National Stock Exchange (NSE). She had successfully acted as Mutual Fund distributor handling Systematic Investment Plan (SIP) of clients, Portfolio management of HNI and retail clients.

• , she has experience in:

  • Evaluation, analysis and recommendation of IPO’s to be invested.

  • Securities Lending and Borrowing Mechanism (SLBM) strategy for clients.

  • Futures and options for hedging strategy for clients

Conducted in-depth financial analysis, risk assessment, and due diligence on potential Investments strategies.

• Developed and implemented tailored made Investment strategies based on clients' financial goals, risk tolerance, and time horizons.

• Monitored portfolio performance, rebalanced assets, and made strategic adjustments to maximize returns.

• Regularly communicated with clients to provide updates on their portfolios and address their questions and concerns.

• Interacted with various analysts to discuss and evaluate the company.

Previously she was associated with State Industrial Corporation of Maharashtra Ltd (SICOM) as Loan Officer and discharge the responsibility with respect to Loan Portfolio Management of the corporate clients and Field visit and recovery.