Umesh Rajora

Equity Research & Valuation Aspirant | CMT Level III Cleared | MSc Finance (Pursuing) | 3+ Yrs Investment Advisory Experience · Mumbai, Bandra

I'm a driven Relationship Manager at Lakshmishree Investment and Securities Private Limited, where I channel my curiosity and resourcefulness to deliver sharp financial modeling insights that help clients navigate complex investment decisions. I thrive on building genuine, empathy-led connections with clients while maintaining the autonomy to craft tailored, pragmatic solutions that balance real-world constraints with meaningful outcomes. With an ambitious mindset and a natural inclination to ask the right questions, I'm focused on growing as a trusted financial professional who makes both numbers and relationships work.

Experience

M

Wealth manager

Msfinline pvt Ltd · Jul 2025 – Present

Not yet confirmed

• Maintain and build the strong relationship with the HNI Client and help them to build and maintain their portfolio and to promote other products and services

Relationship Manager

Lakshmishree Investment and Securities Private Limited · Nov 2022 – Jul 2025

Not yet confirmed

• The primary roles to maintain the relationship with business partner and increases their revenue.