Nikhil Chhabra
Wealth Planner @Billion Basecamp
Signup · Get unlimited contacts
WORK HISTORY
Wealth Planner @Billion Basecamp
Pune, IN
In my capacity as Global Wealth Planner, I conduct in-depth financial analysis and develop personalized wealth management and Tax Optimisation strategies for HNI clients, ensuring alignment with their unique goals and risk tolerance. Additionally, I provide guidance on investments, estate planning, tax management, and philanthropy, while also staying abreast of global market trends to identify opportunities and risks for informed investment decisions- I also serve as a key member of the family office responsible for managing the wealth and financial affairs of the proprietors of a prestigious technology services company in Pune, offering specialized expertise in financial analysis, wealth management, and strategic planning aligning with their long term and short-term financial goals
EDUCATION
Symbiosis Centre for Management Studies- Pune
Bachelor of Business Administration - BBA
Financial Modeling specialization under Mr. Suresh Verma
Finance
ABOUT NIKHIL CHHABRA
In this era of deep focus on specialization, I stand out as a true generalist with a plethora of interests spanning the Finance, Technology and Media domains. I pursued my BBA with a major in Accounting & Finance at Symbiosis Center for Management Studies Pune, I started my professional journey working as an Analyst at Credit Suisse in their Account Life Cycle Management Division.I am currently working at Billion BaseCamp, An early stage startup geared towards providing quality Tax Planning and Wealth Management services. In my capacity as Global Wealth Planner, I help my clients make fiscally responsible decisions helping them reach their financial goals faster and in a tax efficient manner.I have a strong inclination towards Indian Startup Landscape and have worked on a number of ventures, WhiteCollar which I co-founded being the most prominent one of them. WhiteCollar was a one stop shop for professional services for college students and early stage professionals. I was responsible for heading the growth and partnership division for the same.Additionally, I understand the value of technical skills in the business domain and am working towards building proficiency in the fields of Python and Business Analytics. Reach out to me: n••••••••@gmail.com
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.