Ansha Trivedi

Wealth Manager‘’’A dollar today is worth more than a dollar tomorrow’’

Role
Senior Wealth Manager at Purnartha Pms
Location
Pune, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ansha Trivedi

Senior Wealth Manager with Purnartha PMS & Advisory, driving HNI/UHNI client acquisition and delivering tailored wealth solutions. Known for disciplined investing, proactive client engagement, and high-quality relationship management.

Experience

  1. Senior Wealth Manager

    Purnartha Pms

    Jan 2026 — Present · Hyderabad, IN

Education

  • Sunbeam College For Women - India

    BCA, Computer Programming

    2011 — 2014

  • Jaipuria Institute of Management

    PGDM, HR & Marketing

    2016 — 2018

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.

Ansha Trivedi — Senior Wealth Manager at Purnartha Pms in Pune, MH, IN | Unifers