Kedar Modi

Client Services Officer

Kedar is a finance professional with over two years of experience in the financial services industry. He holds an MBA in Finance, specializing in Equity Markets, with a strong understanding of financial analysis and investment solutions.

He has expertise in client risk profiling, financial suitability assessments, and regulatory compliance, ensuring recommendations align with clients’ financial goals and risk appetite. Committed to delivering exceptional client service, Kedar focuses on building strong relationships, providing timely support, and delivering practical financial solutions with professionalism and integrity.

Outside of work, he enjoys following equity markets, Travelling and spending quality time with family and friends