Munesh Kumar Rao Manish Yadav
Senior Wealth Manager @SMIFS LIMITED
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WORK HISTORY
Senior Wealth Manager @SMIFS LIMITED
Senior Wealth Manager | SMIFS LimitedHelping individuals and families build long‑term wealth through personalized financial planning, mutual funds, SIPs, insurance, and goal‑based investment strategies. Experienced in end‑to‑end client onboarding, portfolio review, and relationship management with a strong focus on trust, transparency, and disciplined investing.
EDUCATION
Apex Institute of Engineering & Technology,Jaipur
Polytechnic, Electrical and Electronics Engineering
Jaipur National University
Master of Business Administration - MBA, Accounting and Finance
ABOUT MUNESH KUMAR RAO MANISH YADAV
I am a Senior Wealth Manager with a passion for helping individuals and families build long‑term financial security through smart, disciplined investing. With experience in mutual funds, SIPs, insurance, and financial planning, I focus on understanding each client’s goals and creating simple, customized investment plans that suit their lifestyle and risk appetite.I am currently associated with SMIFS Limited, where I work closely with clients across Jaipur and Rajasthan, guiding them in wealth planning, portfolio review, and goal‑based investing. My aim is to make finance easy to understand and help clients feel confident about their money decisions.If you are looking to plan for retirement, children’s education, or simply grow your savings in a structured way, let’s connect and build a solid financial roadmap together.
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