Nikhil Pasricha
Management Trainee - Anand Rathi Wealth Limited | CA(May\'23) | B.Com(Hons) | Ex-GSA & Associates LLP | Ex-ML Garg & Co
- Role
- Management Trainee at Anand Rathi Wealth Limited
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Nikhil Pasricha
Hi, I\'m Nikhil Pasricha. I have 1 year experience as a Wealth Manager in Anand…
Experience
Management Trainee
Oct 2023 — Present · Gurugram, IN
Performed in-depth analysis of various financial assets held by clients to identify assets leading to sub-optimal returns.Presented comprehensive financial plans and investment recommendations to clients with diverse portfolios & individual needs.Assisted in effectively managing HNI & UHNI client relationships comprising investible assets to the tune of 250 Cr by conducting audits & financial analysis periodically.Worked closely to build new relationships and make the portfolios tax effective.
Education
University of Delhi
Bachelor of Commerce(Hons) - BCom(H)
Bharti Public School - India
HSC
The Institute of Chartered Accountants of India
Chartered Accountancy
2017 — 2023
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