Wealth Manager with over 17 years of experience in the financial services industry, specializing in investment advisory, portfolio management, and private banking. Proven track record of working with leading financial institutions including Reliance Mutual Fund, Aditya Birla Capital AMC, Principal Asset Management, and YES Bank as an Investment Counsellor.
Last assignment associated with HDFC Private Banking, providing bespoke wealth management solutions to high-net-worth individuals (HNWIs). Adept at building long-term client relationships, driving investment strategies across asset classes, and delivering consistent financial growth aligned with client goals.
Lorem ipsum dolor sit amet, consectetur adi pisi cing elit, sed do eiusmod tempor exercitationemut labore.
Rajesh Sharma is a qualified professional holding a B.Com and LL.B. degree. He began his career in the banking sector, where he served from 2000 to 2005.
A highly experienced wealth management professional with an extensive background in financial planning, investment advisory, and financial services.