Arpan Das

I manage B2B and B2C portfolios, advise clients on risk-adjusted returns in capital market primary or secondary, and sell automated trading software to accelerate wealth growth.

​A driven wealth management professional with nearly two years of experience at Motilal Oswal. Skilled in managing both B2B and B2C client portfolios, delivering strategic advice on risk-adjusted returns, and driving the adoption of automated trading software. Combines active market research with strong client relationship management to build and execute long-term wealth generation strategies.

​Key Highlights:

• ​Tenure: 1 year 8 months of dedicated experience in wealth management at Motilal Oswal.
• ​Client Portfolio Management: Proven ability to navigate and service both corporate (B2B) and individual retail (B2C) financial needs.
• ​Strategic Advisory: Focused on constructing portfolios and providing actionable advice to optimize risk-adjusted returns.
• ​FinTech Sales & Integration: Experience in pitching and selling automated trading software to modernize client investment strategies.

Bachelor's of commerce from University of Calcutta