Gagan Vijan

About Gagan Vijan

If you believe in disciplined investing and long-term capital allocation which is backed…

Experience

1. Senior Executive

   Wealth First

   Dec 2024 — Present · Hyderabad, IN

   As a seasoned Senior Wealth Manager, I specialise in crafting bespoke financial solutions for Corporates, Family offices, and HNIs. With around a decade of experience in the wealth management industry, I possess a deep understanding of investment management, wealth planning, and business development.My expertise spans across various asset classes, including equities, fixed income, alternative investments, and real estate. I have a proven track record of delivering tailored strategies that drive wealth creation and preservation for my discerning Investors.Throughout my career, I have worked with a diverse range of Investors, from entrepreneurs and business owners to family offices and institutional investors. My experience has equipped me with a unique understanding of the complexities and nuances of wealth management.I am committed to staying at the forefront of industry developments and trends, ensuring that my Investors receive the most effective and innovative solutions. My professional certifications, including FRM (U.S. GARP), demonstrate my dedication to excellence and my passion for delivering exceptional results.

Education

• Government College of Engineering Aurangabad

  Higher secondary certificate

• National Institute of Securities Markets (NISM)

  NISM-Series-XV: Research Analyst Certification Examination

• Don bosco school, Nasik

  Secondary school certificate

• CFA Institue

  CFA program Level III candidate

• Global Association of Risk Professionals (GARP)

  FRM

Skills

• Auditing
• Accounting
• Microsoft Excel
• Financial Analysis
• Tax
• Financial Accounting
• Internal Audit
• Financial Reporting
• Internal Controls