Preethi L
Wealth Manager at Fundsindia Private Wealth | Financial Analysis, Problem Solving
- Role
- Wealth Manager at FundsIndia
- Location
- Chennai, IN
- LinkedIn followers
- 500 followers
About Preethi L
As a Wealth Managet at Fundsindia Private Wealth, I leverage my MBA and NISM certifications to provide exceptional customer service and financial solutions. With over two years of experience in the financial services industry, I have developed strong skills in administration, problem-solving, and financial analysis. I am passionate about building long-term relationships with clients and helping them achieve their financial goals. I am always eager to learn new skills and stay updated on the latest industry trends.
Experience
Wealth Manager
Jun 2025 — Present · Chennai, IN
I\'m thrilled to share that I’ve joined FundsIndia Private Wealth as a Wealth Manager.At FundsIndia Private Wealth, we specialize in providing personalized financial solutions to help individuals, HNIs, and families grow, manage, and protect their wealth. Our approach is rooted in deep research, disciplined investment strategies, and client-focused advisory.We offer a comprehensive suite of services including: Goal-based financial planning Mutual fund portfolio management Tax-efficient investment strategies Retirement & estate planning Periodic portfolio reviews and rebalancingAs a Wealth Manager, my role is to understand each client’s unique financial goals and craft tailored investment strategies that align with their long-term objectives. With a strong emphasis on trust, transparency, and technology, we aim to simplify wealth management and make it accessible to all.Excited to be part of this journey and help clients achieve financial peace of mind through smart, well-informed decisions.If you have any suggestions, ideas, or would like to discuss wealth management strategies, please feel free to connect with me here on LinkedIn.I’m always open to meaningful conversations and professional growth opportunities.
Education
Universal Airhostess Academy
Diploma in Airhostess Training
2018 — 2019
SRM University
Master of Business Administration - MBA
SRM Institute of Science and Technology (SRMIST)
Bachelor of Computer Science - BCA
2018 — 2021
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