Saniya Shaikh
Assistant Manager Private Client Group (Pcg) @Motilal Oswal Financial Services Ltd
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WORK HISTORY
Assistant Manager Private Client Group (Pcg) @Motilal Oswal Financial Services Ltd
Driving wealth leadership in the high-value PCG vertical, managing the most sophisticated client needs.~Managing ₹85 Cr+ in HNI wealth, creating personalise equity strategies aligned to client goals.~Delivered 12%+ portfolio growth in the first quarter, despite market volatility.~ Strengthened client trust and loyalty, achieving a 95%+ client retention rate.~ Partnering with leadership to design growth-focused strategies for PCG clients. Empowering clients with clarity and confidence to achieve their goals!
EDUCATION
Children Welfare Centres College Of Law
Senior Secondary Education (12th Grade), Commerce - IT
Orchid International School - India
Secondary Education (10th Grade)
Patkar varde
Bachelor of Management studies
ABOUT SANIYA SHAIKH
Wealth isn’t just numbers—it’s about creating freedom, trust, and legacies.”I’m Saniya Shaikh, a passionate Wealth Strategist dedicated to transforming complex market movements into simple, actionable, and successful financial journeys for clients.With hands-on experience at Motilal Oswal (PCG) and Nuvama Wealth, I’ve discovered one powerful truth: wealth management is not just about equity strategies—it’s about empowering people to dream bigger, live freer, and achieve lasting financial confidence. What I bring:Expertise in spotting equity trends and converting them into measurable growth🤝A client-first approach where trust and transparency matter as much as returnsA positive, energetic style that makes wealth management exciting—not intimidating My Mission: To go beyond managing portfolios—building partnerships grounded in trust, strategy, and shared success. My Philosophy: A true wealth manager doesn’t just grow money—she builds confidence, inspires dreams, and creates stories of financial freedom.Let’s connect if you believe in wealth management that is smart, meaningful, and empowering.
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