The Nexus Group at Morgan Stanley

Bimal has built up a successful wealth management and advisory practice by combining his dual passions – providing unparalleled client service and performing sophisticated technical analysis. He is dedicated to creating long-lasting, family-like personalized relationships with clients. With trust as the foundation, he is passionate about studying the market trends and is committed to helping and guiding people in their journeys.
 
With over two decades of financial experience, Bimal is well-versed in closely monitoring key technical indicators to gauge investor sentiment and market momentum.  He then utilizes this knowledge to deploy investment strategies within our client’s portfolios, creating potential investment opportunities or ways to reduce or manage risk.
 
A former gold-medalist in Electronics Engineering from Gujarat University in India and possessing a Master’s in Electrical Engineering from Bradley University, Bimal began his career as a software engineer for Caterpillar, Inc. He subsequently left engineering to pursue his strong interest for financial markets and investing. His engineering background and analytical mindset allowed him to thrive upon arriving at Morgan Stanley in 2001.   
 
Outside of the office, Bimal enjoys spending quality time with his two daughters and wife as well as singing karaoke. Bimal continues to make his mind stronger by reading and listening to spiritual masters to build the soul.



Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.

Sanjeev is a Senior Portfolio Management Director actively managing money for his clients for over 21 years at Morgan Stanley.  He brings over 37 years of experience in Banking and Finance to his role as a wealth management professional. Being a seasoned advisor , Sanjeev is dedicated to helping and guiding people in need, and building personalized long lasting relationships.
 
Prior to joining Morgan Stanley, Sanjeev worked in banking in New York for 3 years, as a Quantitative Analyst in Global Equities at TIAA-CREF for 4 years and as a Vice President in Equity Research at a Large Money Management Firm on Wall Street for 8 years. Sanjeev made a move from Institutional Money management to Individual Money Management to get a chance to work with families and build personalized relationships. Sanjeev’s background in Equity Research has provided him with substantial knowledge about economics, Industries and companies which he utilizes when evaluating investments for his clients’ portfolios.

His approach to helping others involves personalized care, holistic Financial Management and Proprietary and Customized Discretionary portfolio solutions. Sanjeev is also Designated as a Certified Financial Planner (CFP) which enables him to analyze each client’s specific financial needs and requirements and then to devise appropriate strategies to help them achieve their goals. Sanjeev attended Baruch College – The City University of New York where he earned a Bachelor of Business Administration in Finance and International Business.
 
Sanjeev believes that balance is vital to a happy life. Outside of the office, he looks to give back to the community when he can. Sanjeev has been involved in the non-profit world and is an active Donor for many Charity Events. He also loves spending time with his family, traveling, playing golf, listening to music and actively reading and practicing towards his Spiritual Pursuits.


The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Aziz possesses a strong background in financial analysis and risk management.  He spent seven years at Deloitte & Touche in their Financial Services industry practice in Los Angeles at senior-level positions.  Prior to that, he worked in the Global Risk Management Group at Citibank in Los Angeles and New York.

Aziz has a particular interest in international affairs and is a member of the World Affairs Council of Los Angeles.  He has extensive knowledge of international markets and economies and how they interrelate in today’s increased globalization.  He reviews client portfolio risks at a macro level and recommends risk mitigation strategies.

In relation to overall wealth management, Aziz is firmly committed to long-term relationships and strives to deliver exceptional, in-depth client service.  He seeks to devise customized investment strategies for high-net worth clients with an eye toward prudent risk management and asset preservation.

Aziz earned a Master’s of Business Administration in Finance at the University of Southern California, Los Angeles (USC).