Hardik Unadkat
Account Manager at Anand Rathi Wealth Limited
- Role
- Account Manager at Anand Rathi Wealth Limited
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Hardik Unadkat
A young finance professional currently working as an Account Manager at Anand Rathi Wealth Limited, Pune, where I assist Relationship Managers in delivering personalized wealth management solutions. My role involves financial planning, portfolio strategy, client servicing, transaction execution, and identifying investment opportunities—building a strong foundation for a long-term career in wealth advisory and consulting.
Experience
Account Manager
Apr 2025 — Present · Pune, IN
As Account Manager at Anand Rathi Wealth Limited, I support Relationship Managers in delivering personalized wealth management solutions by assisting with financial planning, portfolio strategy, and client servicing. My role involves analyzing investment opportunities, aligning client portfolios with strategic goals, and ensuring seamless execution of transactions—all while building a strong foundation for future growth in the wealth advisory space.
Education
IIEBM Indus Business School
Postgraduate Degree, Business Administration and Management
Sant Gadge Baba Amravati University, Amravati
Bachelor of Commerce - BCom, Accounting and Finance
2020
Institute of Chartered Accountants of India
Foundation degree, Accounting
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