EP17: Exploring Careers in PMS & Family Office with Kunal Sharma

🎙️ Exploring Careers in Portfolio Management with Kunal Sharma | Insights & Tips
Dive into the world of Portfolio Management with Kunal Sharma as we explore his journey and uncover what it takes to succeed in this dynamic field. In this episode of Exploring Careers in Finance, we discuss:
✔️ Transition to Portfolio Management: How Kunal moved from equity research to managing portfolios and the steps involved.
✔️ Essential Skills: The key skills required for portfolio management and how to develop them.
✔️ Family Office vs. Others: How working in a family office differs from investment or merchant banking roles.
✔️ Overcoming Challenges: Insights into handling the unique challenges of portfolio management, especially in family offices.
✔️ Networking & Mentorship: The role of connections and mentorship in career growth, and how to find the right mentor.
✔️ Emerging Trends: The impact of technology, AI, and other trends shaping the future of portfolio management in India.
✔️ Certifications & Courses: Recommendations on courses and certifications for aspiring portfolio managers.
✔️ Actionable Advice: Kunal’s guidance for beginners aiming to build a successful career in portfolio management.
Whether you’re just starting out or looking to enhance your finance career, this episode is packed with valuable insights and practical tips for navigating the world of Portfolio Management.
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#PortfolioManagement #FinanceCareers #Investing #Mentorship #CareerAdvice #FinanceTrends
Connect with Kunal: / kunal-sharma-71a57abb
Unlock the Vault: bit.ly/m/SMR