Vibhu Agarwal

Financial Consultant on a mission to elevate financial literacy with WEALTH LADDER

Role: Chief Executive Officer at Wealth Ladder
Location: Chandigarh, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Vibhu Agarwal

An experienced Finance Professional. Work exposure includes Equity Research, Credit Analysis, Transaction Advisory, Techno-economic Feasibility studies, Valuations, Debt Syndication, Liaising with Govt. Departments, etc. I am highly focused on my skills and my approach towards work and I support my self with Project Management & Team Management. My strength include my confidence, my alternatives and my positive approach at work which leads me to success.

Experience

Chief Executive Officer
Wealth Ladder
Oct 2013 — Present · Chandigarh, IN
Numbers Specialist, Financial Consultant on a mission to elevate financial literacy and generate supersonic returns for the clients. Specialises in finding the right asset class for the clients and achieve there goals.

Education

Panjab University
Master of Business Administration (MBA)
2011 — 2013
Chitkara institute of engginering and technology
Bachelor of Technology (BTech)
2005 — 2009

Skills

Marketing
C
Team Leadership
Html
Outlook
New Business Development
Customer Service
Teaching
Accounting
Research
English
Budgets
Editing
Marketing Strategy
Strategic Planning
Team Building
Event Management
Windows
Project Planning
Sales Management
Public Relations
Microsoft Excel
Microsoft Office
Negotiation
Project Management
Powerpoint
Retail
C
Event Planning
Microsoft Word
Social Media
Nonprofits
Sql
Teamwork
Photoshop
Public Speaking
Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@wealthladder.co.in
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Wealth Ladder

Financial Services · 6 employees · Founded 2016 · India

Wealth Ladder is a leading organisation that provides financial planning and wealth management for HNI’s. The requirement of HNI’s are very unique and hence these needs are to be addressed very personally. Wealth Building is a step by step process and hence we are renowned as ”Wealth Ladder”. Our Financial Planning process begins with an in-depth look into your financial life. We spend a significant amount of time taking your inputs and making sure that we have all the details required regarding your life goals and finances, before we proceed to build your Financial Plan. We are pioneers and have a rich experience of 25 years in wealth management and financial planning. We helped more than families in bringing disciplined approach towards investments which in turn helps them meeting their financial aspirations. Most importantly, we follow a thoroughly unbiased way of working and only recommend those products to you that are in your best interests. Our financial planning process lays strong emphasis on your active involvement while identifying the appropriate, successful solutions for your life goals.Our team of experts will help you to undertake need based, holistic financial planning to achieve your financial goals and dreams. We are SEBI Registered Investment Advisors and deal with wide array of asset classes like mutual funds, corporate fixed deposits, Portfolio Management Services, Capital Gain Bonds, Life Insurance, Health Insurance and REIT (Real Estate Investment) in a single online investment platform. We have been conducting workshops on how to manage the personal finance in various corporates and PSU Banks especially IOB, BOI, Canara Bank, Indian Bant etc, We have been awarded by BSE two consecutive years during 2018 & 2019 as a best performer. We also contribute articles to various financial magazine like business standard, economic times, nanayam vikatan etc,

wealthladder.co.in

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Vibhu Agarwal

Experience

Chief Executive Officer

Education

Panjab University

Chitkara institute of engginering and technology

Skills

Find verified contacts for anyone on LinkedIn