Izhar Ansari

About Izhar Ansari

With a solid foundation in financial services, my journey from Manager at HDFC Bank to Senior Manager at Axis Bank, and now as Associate Vice President at ASK Private Wealth, has been driven by a passion for wealth management. At ASK Private Wealth, my mission is to empower clients through strategic wealth management, leveraging my skills to align with the organization\'s culture and contribute to our collective success.My services is designed to address every aspect of financial well-being, including- Wealth Advisory: Tailored investment strategies to grow your wealth- Legacy Planning: Ensuring your wealth is transferred seamlessly to future generations- Fund Raising: Access to exclusive funding opportunities- Pre-IPO Investments: Early access to promising companies- Offshore Investments: Diversification through international investments- Trust Creation: Protecting your assets and ensuring their smooth transition- Will Writing and Succession: Ensuring your wishes are respected

Experience

1. Associate Vice President

   Ask Private Wealth

   Dec 2024 — Present · Hyderabad, IN

   In my role as a Wealth Advisor, I partner with UHNI clients and Family offices to help them achieve their long-term financial goals by investing in quality financial products. I focus on wealth creation, preservation, and transfer to the next generation, ensuring a secure financial future for my clients.

Education

• Siva Sivani Institute of Management

  PGDM

  2010 — 2012

Skills

• Good at Customer Building
• Perseverance