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Anindya Bhattacharjee

Financial Adviser

|

Certified

Anindya Bhattacharjee

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Ani is an experienced Adviser providing strategic and investment advice as well as driving the day-to-day portfolio requirements across Not for Profit organisations, high-income earners and wealthy families. Ani works within a specialised team to provide ongoing support and assist with updates and implementation of your investment portfolio. Ani is an outside-of-the-box thinker, and able to consider your broader requirements outside of risk and return in building portfolios and planning for the long term. His experience includes having worked extensively with small family offices, C-suite executives as well as partnership-level lawyers and consultants, developing a strength in strategic planning for complex client affairs. Underpinning this focus on strategic and investment advice is clear establishment of governance processes, that keep all parties and external stakeholders well informed. Ani has a strong academic background having completed a Bachelor of Commerce and Science, a Diploma of Financial Planning and recently his Graduate Diploma of Financial Planning. He is currently undertaking coursework to be a Certified Investment Management Analyst.

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AU

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  • Perpetual Private

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.