Wealth Planning Advisory Group@ Wealth Planning Advisory Group
New York City Metropolitan Area
Vishal Muni
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University of Mumbai
Real-Time AI Research
FlashIntel GPT
Tell me more about Vishal Muni?
FlashIntel GPTVishal Muni is a highly experienced professional with 17.3 years of work experience in the finance industry. He specializes in hedge funds, equities, options, derivatives, and fixed income. Based in the United States, Vishal has a holistic six-step process called SignifyLife, where he helps clients transform their wealth. With over a decade of experience in creating customized wealth solutions, Vishal has successfully managed over 300 million in assets that have consistently exceeded client expectations. Contact him today to explore how we can transform your wealth.
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About
Identifying if your wealth is enough to create a life of your desire is a challenging task. To empower your vision and desired outcomes in life, I have created a holistic six-step process called SignifyLife™. I act as a catalyst to assist you in constructing your Wealth of Life with conviction than leaving it to chance. With over a decade of experience in creating customize wealth solutions, I have been able to manage over 300 million in assets that have generated results in line with client expectations. Get in touch with me today to see how we can transform your wealth.
...See MoreWork Experience
Wealth Planning Advisory Group
Chief Investment Officer
Financial Services
Vishal Muni's Professional Milestones
- Chief Investment Officer (2015-05-01~): Driving strategic investment decisions to maximize profitability and maximize market presence for a global business.
- analyst - treasury and corporate finance (2006-07-01~2007-03-01): Coordinated financial analysis and informed strategic decision-making to optimize financial performance and drive sustainable growth.
Education
Certificate Program In Capital Markets,
Information Technology
Skill
Hedge Funds
Equities
Options
Derivatives
Fixed Income
Quantitative Finance
Trading
Portfolio Management
Alternative Investments
Financial Engineering
Quantitative Analytics
Vba
Capital Markets
Bloomberg
Hedging
Asset Management
Finance
Fx Options
Risk Management
R
Matlab
Stochastic Calculus
Corporate Finance
Microsoft Office
Visual C++
Microsoft Excel
Swaps
Analysis
Bloomberg Terminal
Credit Derivatives
Commodity
Financial Risk
Interest Rate Derivatives
Mutual Funds
Time Series Analysis
Trading Systems
Structured Products
Currency
Market Risk
Portfolio Optimization
Equity Trading
Financial Markets
Series 63
Equity Valuation
Securities
Foreign Exchange
Equity Derivatives
Treasury Management
Bonds
Proprietary Trading
Certification
Colleagues
Other Named Vishal Muni
Frequently asked questions
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Vishal Muni's social media include: Linkedin,
Vishal Muni works for Wealth Planning Advisory Group
Vishal Muni's role in Wealth Planning Advisory Group is Wealth Planning Advisory Group
Vishal Muni works in the industry of Financial Services
Vishal Muni's colleagues are Thomas Caporaso,Vipin Deshbhratar,Sekhar Vemprala
Vishal Muni's latest job experience is Wealth Planning Advisory Group at Wealth Planning Advisory Group
Vishal Muni's latest education in University of Mumbai
