Vanshica Bajaj

Client Engagement Manager at Primedin Wealth

Role: Client Engagement Manager at Primedin Wealth
Location: Dwarka, DL, IN
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Vanshica Bajaj

As a Client Engagement Manager at Primedin Wealth, I specialize in delivering tailored…

Experience

Client Engagement Manager
Primedin Wealth
Mar 2024 — Present · Gurugram, IN

Education

Amity University
Master of Business Administration - MBA
2024 — 2026
The Bhawanipur Education Society College
Bachelor of Commerce - BCom
2018 — 2021
The Institute of Chartered Accountants of India
Accounting
2021 — 2023
Notre Dame Academy School
10th Boards
2003 — 2016
Mahadevi Birla Shishu Vihar
12th Boards
2016 — 2018

Contact information

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Work email
•••••@primedinwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Primedin Wealth

Financial Services · 6 employees · Founded 2023 · Gurugram, Haryana, India

Primedin Wealth is a Wealth Management firm dedicated to providing personalized wealth management solutions to its clients. With a team of experienced financial advisors, the company offers a range of services, including investment management, protection and risk management, trading, tax planning, and more. Primedin Wealth stands on 3 core pillars. Trust, integrity and Transparency. We strive to earn and maintain the client\'s trust through consistent and reliable service delivery. We maintain the integrity and uphold ethical standards in all our dealings with clients and stakeholders. Transparency is key to building trust. We are committed to full disclosure and open communication. At Primedin Wealth, the client\'s financial goals and aspirations are at the forefront. Primedin strives to understand each client\'s unique financial situation, risk tolerance, and investment objectives, and create tailored solutions accordingly. Through regular communication and collaboration, Primedin works with clients to ensure their financial plans remain on track and aligned with their evolving needs. AMFI Registered Mutual Fund & SIF Distributor | ARN- 263087 APMI Registered PMS Distributor | APRN-01499

primedinwealth.com

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About Vanshica Bajaj

Experience

Client Engagement Manager

Education

Amity University

The Bhawanipur Education Society College

The Institute of Chartered Accountants of India

Notre Dame Academy School

Mahadevi Birla Shishu Vihar

Find verified contacts for anyone on LinkedIn