Private Wealth
Portfolio Performance
Equities
65%
Debt
35%
Key Risk Metrics
Asset Allocation
Equities
60%
Fixed Inc
30%
Alts
10%
Macro Insights
USD/INR
83.24 ↑
OIL (BRENT)
$78.4 ↓
Equity Valuation
I'm Khushi Taneja. I blend rigorous macroeconomic research with strategic asset allocation to construct robust portfolios, provide market insights, and drive private wealth management decisions.
About Me
I am a Private Wealth Manager and SEBI Registered RA & RIA, driven by a deep comprehension of global markets, macroeconomics, and strategic asset allocation.
Holding an MBA in Finance from NMIMS Mumbai, I bring a robust academic foundation to practical wealth management. I leverage market insights and advanced analytical tools to ensure clients navigate complex market conditions with confidence and clarity.
SEBI Reg.
RA & RIA
MBA Finance
NMIMS Mumbai
Experience & Trust
Areas of Expertise
A snapshot of my core competencies, blending quantitative analysis with strategic advisory.
Wealth Management
Private advisory & strategic asset allocation tailored for optimizing client portfolios and preserving capital across generations.
Macro Insights
Synthesizing global market trends and monetary policy.
Data Strategy
Quantitative portfolio tracking and risk modeling.
Market Analysis
Evaluating sector rotations and emerging opportunities.
Equity Valuation
Deep-dive financial modeling and fundamental analysis.
Investment Research
Rigorous fundamental analysis and deep-dive equity research backing every SEBI Registered RA recommendation.
Certifications
Investment Advisor
National Institute of Securities Markets (NISM)
Issued Jun 2025 · Expires Jun 2028
ID: 2510183647PMS Distributor
National Institute of Securities Markets (NISM)
Issued May 2025 · Expires May 2028
ID: 2510152342Bloomberg Market Concepts
Bloomberg for Education
Issued Jul 2023