Experience

Swyom Advisors Limited

• India
• Financial Services
• 1 - 100 Employee

• Director

  • Apr 2023 - Present



Swyom Advisors Limited

• India
• Financial Services
• 1 - 100 Employee

• Head of Wealth Management

  • Apr 2022 - Feb 2023

  At Swyom Advisors Limited, I am responsible for working closely with the management in strategic decision making and drawing advisory plans for the vertical; creating & managing teams to help our clients satisfy their financial needs; keeping a check on providing seamless system, platform & process support to our clients and stakeholders so as to ensure the best user experience. Our management comprises of members with multiple years of experience in the field of capital markets, wealth… Show more At Swyom Advisors Limited, I am responsible for working closely with the management in strategic decision making and drawing advisory plans for the vertical; creating & managing teams to help our clients satisfy their financial needs; keeping a check on providing seamless system, platform & process support to our clients and stakeholders so as to ensure the best user experience. Our management comprises of members with multiple years of experience in the field of capital markets, wealth management, investment banking and corporate advisory. Show less At Swyom Advisors Limited, I am responsible for working closely with the management in strategic decision making and drawing advisory plans for the vertical; creating & managing teams to help our clients satisfy their financial needs; keeping a check on providing seamless system, platform & process support to our clients and stakeholders so as to ensure the best user experience. Our management comprises of members with multiple years of experience in the field of capital markets, wealth… Show more At Swyom Advisors Limited, I am responsible for working closely with the management in strategic decision making and drawing advisory plans for the vertical; creating & managing teams to help our clients satisfy their financial needs; keeping a check on providing seamless system, platform & process support to our clients and stakeholders so as to ensure the best user experience. Our management comprises of members with multiple years of experience in the field of capital markets, wealth management, investment banking and corporate advisory. Show less



Fintoo

• India
• Financial Services
• 100 - 200 Employee

• Wealth Manager

  • Jan 2022 - Mar 2022

  Creating teams and working alongside with them to deliver excellent customer experience to our clients.

• Senior Financial Planner

  • Aug 2019 - Jan 2022

  Be it Financial Planning, Retirement Planning, Investment Planning or Estate Planning; Be it Advisory related to Taxation or various other asset classes such as Equity, Debt, Insurance, Loans, Real Estate or Alternate Category; Be it Indian clientele & International investor (including NRIs); I was responsible for delivering strong research backed recommendations and always ready to serve my clients with most personalized attention.



Jericho Ventures Private Limited

• India
• Financial Services
• 1 - 100 Employee

• Associate Wealth Manager

  • Dec 2018 - Jul 2019



Aditya Birla Finance Limited

• India
• Financial Services
• 700 & Above Employee

• Management Intern

  • Feb 2018 - May 2018