Gaurav Sharma

Wealth Manager at Purnartha SEBI Registered Equity Investment Advisor

Role
Wealth Manager at Purnartha Pms
Location
Bengaluru, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gaurav Sharma

Experienced Wealth Manager at Purnartha with a demonstrated history of working in the…

Experience

  1. Wealth Manager

    Purnartha Pms

    Jan 2019 — Present · Bengaluru, IN

    Responsible for primarily selling Equity based Investment advisory.Acquisition of new client (HNI and UHNI).Identifying customers’ needs, assessing their risk appetite and providing them investment options.Building new relationships and increasing depth in existing relationships with clients.

Education

  • JAGSoM - Jagdish Sheth School of Management

    PGDM

    2017 — 2019

  • Maharashtra Academy of Engineering, Pune

    Bachelor of Engineering - BE

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Gaurav Sharma — Wealth Manager at Purnartha Pms in Bengaluru, IN | Unifers