Vinay Potnis
Vice President & Wealth Manager @Ladderup Asset Managers Private Limited
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WORK HISTORY
Vice President & Wealth Manager @Ladderup Asset Managers Private Limited
Mumbai, IN
EDUCATION
Mumbai University
Bachelor of Arts - BA, Economics
Welingkar Institute of Management
Postgraduate Degree, Business Administration and Management, General
ABOUT VINAY POTNIS
I am a Wealth Management professional with 18+ years of experience advising HNI/UHNI clients, driving acquisition strategies, building client engagement frameworks, and improving advisor productivity through process and technology alignment.I help clients make informed investment decisions through structured portfolio reviews, asset allocation planning, and long-term strategy execution.I am passionate about combining relationship intelligence, data-driven insights, and structured engagement to deliver meaningful, long-term wealth outcomes for clients.
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