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
About Surekha Devi
Expert in developing personalized financial strategies and managing investment portfolios…
Experience
Assistant Vice President
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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