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
Senior Wealth Manager
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
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