Sharmika Vyas
Asst. Manager - Wealth Management at WEALIXIR | Expertise in Wealth Management
- Role
- Assistant Manager- Wealth Management at Wealixir Consulting Group
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Sharmika Vyas
My journey in finance, rooted in a Bachelor\'s degree from K J Somaiya College, now…
Experience
Assistant Manager- Wealth Management
Jul 2024 — Present · Mumbai, IN
Handling and managing HNI and NRI clients with respect to their wealth management.Assisting them with the investment strategies as per their risk appetite and regularly monitoring them.Handling end to end process from the clients end to ensure smooth transactions.Offering all the wealth products like Mutual funds, debt funds, stocks, Insurance.Apart from the wealth products, we assist in tax planning (ITR), estate planning, etc.
Education
Kendriya Vidyalaya
SENIOR SCHOOL CERTIFICATE EXAMINATION, Business/Commerce, General
K J Somaiya College of Arts & Commerce Vidyanagar Campus Vidyavihar Mumbai 400 077
Bachelor's degree, Finance, General
2014 — 2017
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