S Nithya Iyer

About S Nithya Iyer

As a Wealth Management Professional, I specialize in helping clients navigate the complexities of wealth management, succession planning, and financial security. With a strong focus on estate planning, will planning, and asset allocation, I provide tailored solutions for both NRIs and Indian residents.I adhere strictly to a financial planning model, ensuring risk mitigation through strategic asset allocation aligned with each client\'s unique risk profile and financial goals. My approach is built on trust, transparency, and long-term wealth preservation, ensuring clients and their families are financially secure across generations.Let\'s connect to explore how I can help you achieve financial clarity and stability.

Experience

1. Private Banking Relationship Manager

   IDFC FIRST Bank

   Feb 2025 — Present · Bangalore Urban, IN

   As a Wealth Management Professional, I specialize in helping clients navigate the complexities of wealth management, succession planning, and financial security. With a strong focus on estate planning, will planning, and asset allocation, I provide tailored solutions for both NRIs and Indian residents.I adhere strictly to a financial planning model, ensuring risk mitigation through strategic asset allocation aligned with each client\'s unique risk profile and financial goals. My approach is built on trust, transparency, and long-term wealth preservation, ensuring clients and their families are financially secure across generations.Let\'s connect to explore how I can help you achieve financial clarity and stability.

Education

• Indian Institute of Banking and Finance

  Caiib, Banking and Financial Support Services

  2015 — 2015

• University of Madras

  Master's degree, Accounting