Arsh Khanna
Financial Counsellor || Investment Manager || Family Office || AMFI Certified
- Role
- Private Wealth Manager at Fermat Prime Enterprises Pvt. Ltd
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Arsh Khanna
With years of experience in wealth management, I’ve had the privilege of guiding HNW and UHNW individuals through the complexities of investing, portfolio strategy, and wealth preservation. My approach is simple yet powerful listen first, strategize second, and execute with precision.I specialize in investment product recommendations and tailored financial solutions, ensuring my clients’ portfolios align with their goals, risk appetite, and long-term aspirations. Whether it’s navigating market volatility, optimizing asset allocation, or identifying unique investment opportunities, I bring deep market insights and a client-first philosophy to every conversation. What I bring to the table: A strategic approach to wealth preservation and growth Expertise in multi-asset portfolio construction and performance analytics A strong understanding of investment products, from traditional markets to alternative assets A commitment to transparency, trust, and long-term relationshipsBeyond numbers, I believe in educating and empowering my clients so they can make informed decisions with confidence. Because wealth management isn’t just about today it’s about shaping your financial legacy.Let’s have a conversation about your financial aspirations and how we can make them a reality. Feel free to connect or message me.
Experience
Private Wealth Manager
Fermat Prime Enterprises Pvt. Ltd
Mar 2025 — Present · New Delhi, IN
Education
University of Mysore
Master of Business Administration - MBA, Finance and Financial Management Services
2018 — 2020
Delhi University
Bachelor of Commerce - BCom, Accounting and Finance
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