Vivek S.
Wealth Manager | Strategic Investment |
- Role
- Wealth Manager at Nirmal Bang
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Vivek S.
I am a Wealth Manager passionate about helping individuals and families build long-term financial security through smart investment strategies and disciplined planning. I specialize in understanding client goals and creating customized solutions across mutual funds, equity, insurance planning, retirement planning, and wealth creation.My approach is simple: goal-based investing, risk management, and consistent portfolio review—so clients can grow their money with confidence and clarity.I believe true wealth is built with the right strategy, patience, and expert guidance.
Experience
Wealth Manager
Sep 2025 — Present · New Delhi, IN
Working as a Wealth Manager with responsibilities across client relationship management, demat account onboarding, and margin-related processes.Supporting clients with market participation, transaction facilitation, and clear communication around products and risk.Involved in brokerage generation through long-term client engagement, along with insurance product communication and servicing.Focused on building trust-based relationships through disciplined, compliant, and transparent client interactions.
Education
Hindu College, University of Delhi
Bachelor's degree
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