Rahul Sharma
Wealth management professional advising HNI/UHNI clients with tailored investment strategies across PMS, AIFs, and mutual funds. Focused on goal-based planning, trust, and long-term growth.
- Role
- Private Banker at 360 One Wealth
- Location
- Gurugram, IN
- LinkedIn followers
- 500 followers
Experience
Private Banker
Jun 2023 — Present · Gurugram, IN
Manage end-to-end relationships with HNI and UHNI clients, offering holistic wealth management solutions tailored to their financial objectives-Deliver personalized investment strategies across mutual funds, PMS, AIFs, bonds, and insurance products-Conduct periodic portfolio reviews to ensure alignment with client goals and respond to evolving market conditions-Work closely with internal stakeholders including investment specialists, compliance teams, and product managers to deliver client-centric solutions-Support clients with succession planning, family office structuring, and goal-based financial planning-Focus on long-term relationship building by maintaining high standards of client service, trust, and transparency.
Education
Delhi University
Bachelor of Commerce - BCom
2017 — 2020
Institute of Management Technology, Ghaziabad
PGDM
2021 — 2023
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