Stuti Puri

Senior Wealth Manager @Nuvama Wealth

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2024 — Present

Senior Wealth Manager @Nuvama Wealth

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Mumbai, IN

I have joined as Senior Manager at Nuvama Wealth management, dealing with HNI and UHNI clients. As a wealth manager my role involves assessing client\'s financial situations, developing personalized investment strategies and providing ongoing guidance to optimize their wealth.I also provide instrumental guidance to each of my investors by helping them achieve various financial milestones such as retirement planning, risk management, tax optimization and ensuring long term financial security.

EDUCATION

2005 — 2013

Delhi Public School - Greater Noida

Primary Education (Nursery-VI Standard)

2013 — 2019

ASN Senior Secondary School - India

senior year, Business/Commerce, General

2019 — 2022

Symbiosis Centre for Management Studies- Pune

Bachelor of Business Administration - BBA, International Business

ABOUT STUTI PURI

As a Senior Wealth Manager at Nuvama Wealth, I specialize in providing comprehensive…

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Stuti Puri — Senior Wealth Manager at Nuvama Wealth in Mumbai, MH, IN | Unifers