Vivek S.
Wealth Manager @Nirmal Bang
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WORK HISTORY
Wealth Manager @Nirmal Bang
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
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.
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