Sravani Thalla

Wealth Manager | Unlisted & Pre-IPO and Bonds Specialist | IRDAI Certified

Role
Wealth Manager at Isec Capital
Location
Hyderabad, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sravani Thalla

Wealth Management professional with 5 years of experience in Unlisted Shares, Bonds, PMS, Mutual Funds, and Insurance. Skilled in investment advisory, client portfolio planning, and market analysis. IRDAI certified and pursuing NISM RA. Focused on delivering strategic, compliance-aligned investment solutions with a client-first approach.

Experience

  1. Wealth Manager

    Isec Capital

    Sep 2024 — Present

Education

  • Laqshya Institute of Technology and Sciences

    Bachelor of Technology - BTech

    2015 — 2019

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Sravani Thalla — Wealth Manager at Isec Capital in Hyderabad, IN | Unifers