Neha Gangwar

student at GN Group of institutes(MBA)2024-26 Invertis university (B.Com hons.)2021-24

Role: Wealth Management Analyst at Wise Finserv
Location: Bareilly, UP, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Analyst
Wise Finserv
Jun 2023 — Present
Seeking a challenging position in a reputable organization to expand and utilize my learning, skills and knowledge. Possess excellent communication skills and have an eye for detail.

Education

Invertis University
Bachelor of Commerce (honours) - BCom hons
2021 — 2024
GNIOT Institute of Management Studies (GIMS)
Master of Business Administration - MBA
2024 — 2026

Contact information

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Work email
•••••@wisefinserv.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wise Finserv

Financial Services · 156 employees · Founded 2013 · Noida, Uttar Pradesh, India

Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect, and seamlessly transfer wealth. Our expertise ensures that every investment decision is strategic, data-backed, and aligned with long-term financial security. With a strong presence in Mumbai, Delhi, Noida, Lucknow, Varanasi, Kolkata, Chandigarh, Visakhapatnam, and Hyderabad, we provide world-class financial solutions backed by market research and global insights. Why Wise Finserv? Tailored Investment Strategies – Personalized solutions built around your financial goals and risk appetite. Expert-Led Approach – A team of professionals ensuring informed financial decisions. Data-Driven Insights – Research-backed strategies optimizing risk and return. Secure & Tech-Enabled Platforms – 256-bit encrypted systems with OTP & PIN authentication for portfolio security. Proactive Risk & Diversification Management – Portfolios designed for stability and growth across asset classes. Continuous Monitoring & Optimization – Regular portfolio reviews to adapt to evolving financial goals. Global Perspective, Local Expertise – Investment solutions balancing global and domestic opportunities. Commitment to Financial Awareness – Regular insights on markets, tax strategies, and investment trends. Our Client-First Philosophy With happy clients across cities, our success is measured by our clients’ financial well-being. We ensure seamless service with: Dedicated Service Managers for personalized attention. Regular portfolio reviews with expert insights. Direct engagement with senior leadership, including our CEO, for strategic wealth growth. At Wise Finserv, we don’t just manage wealth—we help build financial legacies. Unlock your wealth’s potential today! Visit our website or connect with us to explore tailored investment opportunities.

wisefinserv.com

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Experience

Wealth Management Analyst

Education

Invertis University

GNIOT Institute of Management Studies (GIMS)

Find verified contacts for anyone on LinkedIn