Swati K is an Assistant Manager at SKP Securities Ltd since July 2015, with a solid foundation in financial planning encompassing investments, banking, estate and succession planning, and retirement planning. Swati demonstrates exceptional communication skills, fostering strong relationships with colleagues and clients including Financial Advisors and Investment Specialists. Previous internship experiences involved comprehensive research and financial modeling, contributing to internal reports and external publications, while also gaining insights into asset classes and client portfolio analysis. Swati's educational background includes a Master's in Finance and a Chartered Financial Analyst designation from The ICFAI University, along with a Bachelor of Commerce degree from City College.
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