“I enjoy meeting people, understanding their requirement and providing bespoke investment solutions. My aim is to ease the burden and helping in achieving financial goals with simplicity and success.”
- Locations
- Birmingham
Partha is an Investment Manager in the Birmingham office. He is specialised in providing discretionary investment services to private clients such as private individuals, trusts and corporates. He works along with financial planner in helping clients to achieve their goals.
He is proud of maintaining personal and professional relationship, he developed with his clients. He has an extensive network of contacts and works very closely with professionals -Accountants and solicitors.
Partha began his financial carrier in 1999, before joining RBC Brewin Dolphin in January 2024, he has worked for ICICI Banking Group, Kotak Mahindra Banking Group and lately with Evelyn Partners as Investment Manager. He holds a master’s degree in economics and Investment Advise Diploma from Chartered Institute for Securities & Investment.