Nicholas Paul
Wealth Advisor||Strategic Planning | Marketing | Sales | Strategist | Data Analyst||
- Role
- Senior Wealth Manager at Equentis Wealth Advisory Services Private Limited
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Nicholas Paul
I am a progressive, decisive and innovative professional, highly valued for expertise in…
Experience
Senior Wealth Manager
Equentis Wealth Advisory Services Private Limited
Apr 2024 — Present · Bengaluru, IN
Assessing Client\'s Financial Situation**Developing Financial Plans**Investment Advice**Retirement Planning**Regular Monitoring and Review**Client Education On Markets **Regulatory Compliance**Relationship Management**Business Development*
Education
Kendriya Vidhyalaya, Trichy
Senior Secondary - Accounting, Business, Economics, Business/Commerce, General
Kendriya Vidyalaya
10, Business/Commerce, General
Jain (Deemed-to-be University)
Master of Business Administration - MBA, Business intelligence and analytics
St. Joseph's College (Autonomous), Tiruchirappalli
Bachelor of Commerce - BCom, Accounting
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