Viswateja Poreddy

Associate Wealth Manager @Vivekam Financial Services Pvt Ltd

Hyderabad, IN

In the journey of associate wealth manger, my roles are associated with - • Client Interaction: Engaging with clients to understand their financial goals, needs, and risk tolerance.• Financial Analysis: Analyzing client\'s financial status and developing tailored financial strategies.• Investment Management: Assisting in managing and growing client\'s investment portfolios.• Financial Planning: Offering advice on various financial matters, including retirement planning, tax strategies, and estate planning.• Research: Keeping up-to-date with financial trends, market conditions, and investment opportunities.• Administrative Tasks: Handling client inquiries, preparing reports, and maintaining accurate records.About Vivekam Financials:Vivekam Financials is a leading financial services firm that provides a wide range of financial planning and investment management services to individuals, families, and businesses. The firm is committed to providing its clients with the highest level of service and advice.