Amit Kumar Yadav
Associate Vice President - Private Wealth || Wise Finserv
- Role
- Associate Vice President at Wise Finserv
- Location
- Prayagraj, UP, IN
- LinkedIn followers
- 500 followers
About Amit Kumar Yadav
I am a Wealth Manager, specializing in asset allocation, wealth management, financial planning, and investment advisory. My academic journey, marked by an MBA from APJ Abdul Kalam Technical University and a B.Com degree from the University of Delhi, has laid the foundation for my deep passion for finance. Focused on optimizing investment portfolios through strategic asset allocation, I adopt a holistic approach to wealth management, ensuring the overall financial well-being of my clients. With a keen focus on market trends, I offer timely investment advice, staying at the forefront of financial innovations. My dedication to exploring cutting-edge financial products and services underscores my commitment to providing forward-thinking solutions.
Experience
Associate Vice President
Apr 2025 — Present
Education
Delhi University
Bachelor of Commerce (B.Com.)
2015 — 2018
SHAMBHUNATH INSTITUTE OF MANAGEMENT, ALLAHABAD
Master of Business Administration - MBA
2018 — 2020
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