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Sagar Dave

Investment Research Analyst

sd@reservewealth.com.au
Investment Research Analyst

SD has 3 years of valuable experience working as an Assistant Manager in the Banking industry before joining Reserve Wealth. Being an internal source of investment research in Reserve wealth, he has sound fund analytical skills covering a wide knowledge of financial products and asset classes. He is also involved in constructing and managing equity portfolios.

SD has a particular interest in tracking and analysing the performance of financial products to get the valued return on the client’s investment. In Team Reserve Wealth, SD plays a pivotal role by monitoring the Associate Analyst’s contribution and reporting to Financial Advisor.

SD is a qualified Master’s degree holder in Finance and Banking. His next target is to complete certification RG146.

 

We can help you make the most of what you have!

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08 611 46 119

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