In 18 years of Wealth Management experience, Pawan has managed Ultra HNI’s and Corporates. Advised Clients on various Asset Classes like Equities, Debt, Real Estate, Commodities etc. Pawan is a Certified Financial Planner (CFP), having done his Post-graduation in Marketing and Finance.
It has been a wonderful professional journey for him, having worked with Global organizations like Royal Bank of Scotland, Standard Chartered Bank, Morgan Stanley has given him an opportunity to learn global as well as local best practices which helps in originating a holistic perspective while delivering client solutions.
Pawan is a Global Real Estate Advisor, while managing India Desk in Canada for International Clients coming to Canada, he is helping domestic clients for their Real Estate solutions in Ontario and connect Clients with colleagues across Globe for their International Real Estate solutions.
In the last couple of decades Global Markets, Client’s need and Product Solutions transformed and have evolved. The key is dynamic and ever-changing landscape which allows you to continuously learn and develop skills and knowledge to add value to your Clients, organization and yourself. Real Estate is an integral part of every Portfolio's Asset Allocation starting from Primary Residence to Real Estate as an Investment and it gives him immense satisfaction to advise client the right solution basis their needs.