Ajit Sharma

About Ajit Sharma

I have over 20 years of experience across business planning/ implementation, brand and…

Experience

1. Senior Wealth Manager

   Nuvama Wealth

   Jun 2023 — Present · Delhi, IN

   I Ajit Sharma and my work is wealth management, customized investment related solutions are provided to the clients. This branch of management includes financial planning and investment portfolio management. In fact, the services of a wealth manager are mainly needed by high income individuals and big businessmen.They advise private, high net worth individuals and affluent families on how to invest their portfolios and plan their finances to meet their financial goals, and they typically specialize in portfolio management, wealth and retirement. Provide a wide range of services including planning and tax services.Some of the duties of a wealth manager include tax management, retirement planning (annual planning), personal finance management, and insurance planning (term, health, endowment, unit-linked plans, and more). Wealth managers specialize in specific areas of finance.Me and the company manage the wealth of big businessmen, big politicians or big officers and manage their portfolio. It helps them save tax and we have products(NCD, Life Insurance, Health Insurance, AIF, Mutual Funds,Bonds,Fixed Deposit, Loans, Real Estate etc. I have complete knowledge about these products and other also and I can deal with them all if any query. These have very good returns, like in PMS I have such products in ( Mutual Funds, leap & AIF you get returns from 10% to 56%) we have also products to save tax ( Taxation products).Thanks & RegardsAjit Sharma

Education

• T.M. Bhagalpur University, Bhagalpur

  Bachelor's degree, Art History, Criticism and Conservation

  2000 — 2003