Manas Thakkar
Private Banker at Ionic wealth
- Role
- Private Banker at Ionic Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Manas Thakkar
To grow with a leading organisation in Sales & Marketing that fully utilizes my abilities…
Experience
Private Banker
Jul 2025 — Present · Mumbai, IN
I specialize in private banking and wealth management,helping high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) grow, preserve, and optimize their wealth through bespoke financial strategies. At Ionic Wealth by Angel One, I work closely with clients to understand their unique financial goals, offering: Customised Investment Solutions– Equity, Debt, AIFs, PMS, and Structured Products Wealth Preservation Strategies– Tax planning, estate planning, and succession advisory Alternative Investments & Diversification – Private equity, real estate, and global opportunities Holistic Financial Advisory – Aligning investments with life goals and risk appetite With a strong foundation in financial markets and a client-first approach, I am committed to delivering trusted, transparent, and high-impact wealth management services.
Education
IBS Mumbai
pgpm, Marketing
2020 — 2022
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