Revathi Venkatesh
Trusted Wealth Manager | Partnering to grow and preserve HNI, Corporate and Family Wealth| Ionic Wealth by Angel One
- Role
- Private Banker at Ionic Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Revathi Venkatesh
Empowering clients to achieve financial security and growth is at the heart of what I do.…
Experience
Private Banker
Feb 2025 — Present · Mumbai, IN
At Ionic, we are transforming the wealth management landscape through a fusion of industry expertise and cutting-edge technology. Our innovative wealth-tech platform is designed exclusively for High Net Worth individuals, offering a seamless blend of strategic investment solutions and personalized service.
Education
V.K.Krishna Menon College
HSC, Science
2005 — 2007
SIES COLLEGE OF MANAGEMENT STUDIES
PGDM, Finance, General
2012 — 2014
St Mary's English High School
SSC
1993 — 2005
University of Mumbai
Bachelor of Engineering (BE), EXTC
2007 — 2011
Skills
- Microsoft Excel
- Powerpoint
- Marketing
- Spss
- Microsoft Office
- Technical Analysis
- Analytical Skills
- Business Analysis
- Business Development
- Financial Analysis
- Business Strategy
- Analysis
- Management
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