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
Finance & AccountingView LinkedIn profile

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

  1. Associate Vice President

    Wise Finserv

    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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