Abhishek Arya

About Abhishek Arya

I am a financial services professional specialising in client relationships, mutual fund distribution, and insurance solutions — helping individuals and families align their finances with their long-term goals.With ARN/AMFI registration as a Mutual Fund Distributor and IRDA/IC38 certification for insurance, I assist clients in selecting suitable financial products within a regulated, transparent framework. My credentials include CWM (AAFM India) and NISM Series 8 (Equity Derivatives) & Series 5A (Mutual Fund Distributors), with CWM Level 2 currently in progress.Having worked with Geojit Financial Services and VAM Securities, I bring a client-first approach to my current role as Sr. Associate, Client Relationships at WealthMax Financials — where I focus on building meaningful, long-term financial relationships.I believe that informed clients make better financial decisions — and my role is to provide the clarity, product knowledge, and guidance that makes that possible. Based in Delhi NCR | Open to connecting with clients, professionals, and partners in the financial services space.Disclaimer: Mutual Fund investments are subject to market risks. I am a registered Mutual Fund Distributor, not a SEBI Registered Investment Advisor.

Experience

1. Financial Consultant

   Geojit

   Jun 2025 — Present · Faridabad, IN

Education

• Aafm

  Chartered Wealth Manager, Chartered wealth manager

• National Institute of Securities Markets (NISM)

  Series VIII

• Indira Gandhi National Open University

  Master's degree, Political Science

• Delhi University

  Bachelor's degree, Political Science

• National Institute of Securities Markets (NISM)

  V-A Mutual Fund Distributor