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
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
Associate Vice President
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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