Ankit B.
Assistant Vice President @ Nuvama Wealth | Financial Planning, Delivering financial solutions for High Net-Worth Individuals
- Role
- Assistant Vice President at Nuvama Wealth
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Ankit B.
With over 11 years of experience in the dynamic world of wealth management, I currently serve as Assistant Vice President at Nuvama Wealth, where I specialize in delivering tailored financial solutions to high-net-worth individuals and families. My journey has been driven by a passion for helping clients grow, preserve, and transfer wealth through strategic planning, deep market insights, and a relationship-first approach.Throughout my career, I’ve built a reputation for trust, integrity, and performance. I bring a strong understanding of investment products, portfolio management, and financial advisory, backed by a commitment to staying ahead of market trends and regulatory changes. My focus is always on aligning financial strategies with clients’ life goals and risk profiles.At Nuvama Wealth, I collaborate with a talented team to deliver holistic wealth solutions, combining traditional investment wisdom with innovative financial tools. Whether it’s retirement planning, tax optimization, or legacy creation, I strive to be a dependable partner in every stage of my clients’ financial journey.Let’s connect if you’re looking for a trusted advisor who blends experience with a forward-thinking mindset to help you navigate the complexities of wealth management.
Experience
Assistant Vice President
Jun 2025 — Present · Hyderabad, IN
At Nuvama Wealth, a Wealth Manager plays a pivotal role in delivering personalized financial solutions to High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs). The position involves a blend of client acquisition, relationship management, and strategic financial advisory.* Client Acquisition & Relationship Management* Financial Advisory & Portfolio Management* Financial Planning: Offer consultancy on comprehensive financial planning aspects, including retirement planning, tax planning, and goal-based investing.
Education
NCC
C Certificate, Amry wing
Maharaja Sayajirao University of Baroda, Vadodara
Bachelor of Commerce - BCom, Accounting and Business/Management
2007 — 2010
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