Surekha Devi

FPSB® CFP@RESP and RTSP | NISM XA and XB | PMS Dist | Private Banker | Wealth Management | Ex Stanc | Ex Karvy Private Wealth |

Role
Assistant Vice President at HDFC Bank
Location
Indore, MP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Surekha Devi

Expert in developing personalized financial strategies and managing investment portfolios…

Experience

  1. Assistant Vice President

    HDFC Bank

    Aug 2025 — Present · Indore, IN

Education

  • FPSB® Retirement and Tax Planning

    CFP, Investment

  • Aimt Greater Noida/Ip University

    MBA, Financial Planning and Services

    2012 — 2014

  • Kendriya Vidyalaya

    Business/Commerce, General

  • Army Institute of Management & Technology

    Master of Business Administration - MBA, Financial Planning and Services

    2012 — 2014

  • Indian Institute of Management Bangalore

    Wealth management, Executive program

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Surekha Devi — Assistant Vice President at HDFC Bank in Indore, MP, IN | Unifers