ADARS ROUT
Financial Advisior
Mumbai
Overview
1
1
year of professional experience
Work History
Financial Advisor
Capstone Corporate Solutions
05.2023 - Current
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
Education
P.G.D.M - Marketing
Institute of Technology & Management
Kharghar, Navi Mumbai 04.2001 -
B.Tech - Electrical & Electronics Engineering
Institute of Technical Education &Research Centre
SOA University, Bhubaneswar 04.2001 -
Higher Secondary School - Class XI & XII
Vikas Vidyaniketan
Visakhapatnam, India 04.2001 -
Secondary - Class X
Deepika English Medium School
Rourkela,Odisha 04.2001 -
Skills
Client Relations
undefinedTimeline
Financial Advisor
Capstone Corporate Solutions
05.2023 - Current
P.G.D.M - Marketing
Institute of Technology & Management
04.2001 -
B.Tech - Electrical & Electronics Engineering
Institute of Technical Education &Research Centre
04.2001 -
Higher Secondary School - Class XI & XII
Vikas Vidyaniketan
04.2001 -
Secondary - Class X
Deepika English Medium School
04.2001 -
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