Gargi Marawar

Wealth Planner at UBS | Chartered Accountant | M.A (Econ)

Role: Wealth Planner at UBS
Location: Pune Division, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Planner
UBS
Nov 2025 — Present · Mumbai, IN
Partner with Financial Advisors to design and deliver tailored, comprehensive financial plans aligned with clients’ goals and risk profiles. Support advisors across the full planning lifecycle, including cash flow analysis, investment strategy, retirement planning, and wealth structuring.

Education

MES Garware College of Commerce (Autonomous)
Bachelor of Commerce - BCom, Business/Commerce, General
Savitribai Phule Pune University
Master of Arts - MA, Economics
The Institute of Chartered Accountants of India
Accounting and Finance

Contact information

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•••••@ubs.com
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Current company

瑞银集团

Financial Services · 117K employees · Founded 1862

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

ubs.com

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Experience

Wealth Planner

Education

MES Garware College of Commerce (Autonomous)

Savitribai Phule Pune University

The Institute of Chartered Accountants of India

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