Shridhar S

Associate Vice President @ Anand Rathi Wealth Limited | MBA, Finance

Role
Associate Vice President at Anand Rathi Wealth Limited
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shridhar S

Currently serving as Associate Vice President at Anand Rathi Wealth Limited, contributing to wealth advisory services for high-net-worth individuals. Responsibilities include co-managing over 150 crores of assets spanning 38+ HNI families, with a focus on portfolio management, tax advisory, financial planning, and optimal portfolio construction. Holds an MBA in Finance and Business Analytics from Presidency University Bangalore and a BCom in Accounts and Taxation from Bangalore University. Proficient in financial reporting, business strategy, and Microsoft Excel, bringing critical analytical skills to deliver tailored, client-focused financial solutions.

Experience

  1. Associate Vice President

    Anand Rathi Wealth Limited

    Sep 2025 — Present · Bengaluru, IN

Education

  • Swamy Vivekananda Pre University College

    HEBA, History, Economics, Business Studies & Accounting

  • Bangalore University

    Bachelor of Commerce - BCom, Accounts & Taxation

  • Presidency University Bangalore

    Master of Business Administration - MBA, Finance and Business analytics

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Shridhar S — Associate Vice President at Anand Rathi Wealth Limited in Bengaluru, KA, IN | Unifers