Ankit Sharma
Private Banker - Advisor to Business Owners/ Promoters, Family Offices and Corporate Treasuries
- Role
- Deputy Director at Fisdom
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Ankit Sharma
Over Eight years of experience in Wealth Management,Private Banking & Consumer…
Experience
Deputy Director
May 2025 — Present · New Delhi, IN
As a Deputy Director at Fisdom Private Wealth, I specialize in delivering comprehensive, high-impact financial strategies to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, including promoters, CEOs, CFOs, CXOs, and family business owners. My role focuses on offering personalized, 360-degree wealth management solutions, addressing both assets and liabilities, with a strong emphasis on relationship-building and long-term financial planning.Key Responsibilities:Client Relationship Management:Manage a portfolio of elite HNW & UHNW clients, providing personalized financial services aligned with their unique life goals and business dynamics.Treasury & Liability Management:Optimize clients\' treasury functions and assist in restructuring liabilities, enabling cost savings, improved cash flow, and financial efficiency.Investment Advisory:Advise on a broad spectrum of investment products including equity, debt, mutual funds, AIFs, PMS, and other alternative assets — with an emphasis on risk-adjusted returns.Financial Planning & Tax Optimization:Craft long-term, tax-efficient financial strategies covering estate planning, retirement planning, insurance, and succession planning.Portfolio Management:Conduct regular reviews and rebalancing of portfolios based on macroeconomic trends, market outlook, and changes in client objectives or risk appetite.Collaborative Execution:Work closely with in-house research analysts, tax advisors, and legal consultants to deliver holistic, compliant, and insight-led wealth solutions.Client Acquisition & Business Development:Drive business growth through client referrals, partnerships, and identifying new relationship opportunities across industries and geographies.
Education
Guru Gobind Singh Indraprastha University
Master of Business Administration - MBA, Finance and marketing
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.