Vivek Agarwal

Vice President - Wealth Management at SMC Private wealth

Role: Vice President - Wealth Management at Smc Private Wealth
Location: Delhi, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Vivek Agarwal

I am accomplished professional delivering 20 years of career success in Private Wealth…

Experience

Vice President - Wealth Management
Smc Private Wealth
Sep 2022 — Present · New Delhi, IN

Education

KDK College of Engineering (Nagpur University)
B.E.
1999 — 2003
Indian Institute of Planning and Management
Post Graduate Diploma in Planning and Entrepreneurship
2003 — 2005

Skills

Operations Management
Training
Business Planning
Marketing
Market Research
Sales Management
Business Strategy
Banking
New Business Development
Strategic Planning
Business Development
Team Management
Entrepreneurship
Leadership
Finance

Contact information

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

Smc Private Wealth

Financial Services · 31 employees · Founded 1990 · New Delhi, Delhi, India

SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Its dedicated Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The Private Wealth solutions at SMC cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions. Our team is vastly experienced and enjoys an unblemished record of managing wealth through varied formats. Their well thought of and carefully deliberated tips on risk management ensure minimal losses during market fluctuation and sense opportunities in undervalued market. Hands-on research and valuation disciplines, combined with prudent diversification are key elements of our approach to risk management. Our research team at SMC Private Wealth continuously track the market dynamics and liquidity flow to keep abreast of the changes and seek new opportunities to implement the best wealth ideas. All SEBI Registrations & Disclosures: https://bit.ly/48xZLW8

smcprivatewealth.com

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About Vivek Agarwal

Experience

Vice President - Wealth Management

Education

KDK College of Engineering (Nagpur University)

Indian Institute of Planning and Management

Skills

Find verified contacts for anyone on LinkedIn