Angad

Angad graduated with an undergraduate degree in 2013 from Nottingham Business School. He started his Masters straight after his undergraduate and finished the post graduate in 2015. Whilst trying to get into the investment industry. He worked in the Insurance industry at Nationwide Building Society for 18 months before he got my role at OCM Wealth Management in December 2016.

Specialist areas:

Investment Analysis and macroeconomics outlook. Keeping abreast with the markets and making investment decisions and recommendations based on the cycle we are in.
Always put the interests of the client first.
Interpersonal skills and liaising with HNWC

Making prudent investment decisions that are accurate with the current climate. Assisting the CIO with adhoc tasks and making directional investment decisions.

Angad is a family oriented person with keen interests in travelling, Indian classical drumming and mechanical engineering. In his spare time he enjoys reading influential biographies of successful investors.

Professional Qualifications

Attained Qualifications:
BA (Hons) Economics
MSc Investment Analysis
Working towards:

Angad is currently completing the Investment Management Certificate (IMC) and then plans to do the technical charting courses from the Society of Technical Analysis. Once accredited, he aims to peruse my Level 7 Wealth Manager Qualification with the Chartered Institute for Securities and Investments (CISI).