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• Amit Saxena has recently been appointed as the Director - Investments at Neo Wealth Partners, bringing a wealth of experience in investment management.
• In his prior role, Amit Saxena served as a Senior Managing Partner at Nuvama Private, previously known as Edelweiss Private Wealth Management, where he played a crucial role in the firm's development.
• Amit Saxena is recognized for being a key specialist in the wealth management industry in India, addressing the evolving needs of clients in a competitive market.
• On September 18, 2023, Amit Saxena discussed the significance of scale in India's fast-evolving wealth market, emphasizing the importance of growth and adaptability in investment strategies.
• Amit Saxena's professional background encompasses experience across various financial service realms, including Mutual Funds, Portfolio Management Services, and Alternative Investment Funds.
• In sales roles, Amit Saxena has focused on regions such as Delhi, NCR, UP, and Rajasthan, engaging directly with High Net Worth Individuals (HNI), Small and Medium Enterprises (SME), and institutions.
• The portfolio management strategies overseen by Amit Saxena include quantitative portfolios, asset allocation portfolios, offshore mandates, and credit portfolios, demonstrating expertise in diversified investment approaches.
• Amit Saxena has contributed to the development of Alternative Investment Funds, managing categories in Real Estate and sector-agnostic debt, showcasing a well-rounded understanding of investment landscapes.