Shomu G.
Insurance , Wealth Creation , Wealth Management , Trading & Investments
- Role
- Senior Consultant at Wealthe
- Location
- Meerut, IN
- LinkedIn followers
- 500 followers
About Shomu G.
Throughout my 22+ years of experience in progressive leadership roles with companies in diverse industries, I have come to understand that at its very core, sales is about making relationships – between the client and the product, between the product and its benefits and between the sales team and their customers. This attitude has helped me in becoming true advisor to clients, trusted to provide the best products and services to meet their business or professional needs. I have thus developed a rich network of clients and industry partners across the region that has yielded promising revenue-growth opportunities. Multicultural background spanning 9 Years of Industry experience in Telecom, VAS and Software Development with 7 Years of entrepreneurship experience in Web & Mobile Application Development, Lead Generation and business growth Consultancy to startups in Fashion Industry, Online Grocery, Online Dry Cleaning services & FMCG. Also training partner to MSME (PPDC), Meerut for Year 20••••16 to Design, Advertise and conduct trainings on revenue sharing Basis.
Experience
Senior Consultant
Dec 2024 — Present · Meerut, IN
Welcome to Wealthe Investments – Your Trusted Partner in Wealth ManagementAt Wealthe Investments, we specialize in providing comprehensive wealth management solutions tailored to meet the unique financial goals of individuals, families, and businesses. With a client-first philosophy and a commitment to long-term success, our team of experienced advisors offers strategic guidance in investment management, financial planning, tax optimization, and retirement solutions.We combine deep industry expertise with personalized service to help you grow, protect, and transfer your wealth efficiently to younger generations. Whether you\'re planning for retirement, managing a complex portfolio, or building generational wealth, we are here to guide you every step of the way.Discover how Wealthe Investments can help you achieve financial clarity and confidence—today.Request you for a meeting to convey how we can add value to your networth and form synergies of working together.Ask us for a Solid Advice on :1. Trading & Investments ( Equity & Derivatives, Real Estate ).2. Wealth Management ( Mutual Funds, Bond & Debentures, Fixed Income Plans )3. Insurance ( Term, Life, General, Health )4. Wealth Creation ( Portfolio Management & Alternative Investments )Call us on :
Education
Wilsonia Degree College
Senior Secondary, Science
1996 — 1997
Punjab Technical University
BCA, Computer Science
1997 — 2000
Punjab Technical University
Master of Business Administration (MBA), Information Technology
2000 — 2002
Wilsonia Degree College
High School Diploma, Science
1994 — 1995
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