Shweta Kundra

Wealth Manager at Sanctum Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • Basic French -
Skills

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Bio

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Experience

  • Sanctum Wealth
    • India
    • Investment Management
    • 1 - 100 Employee
    • Wealth Manager
      • Apr 2023 - Present

  • Anand Rathi Wealth Limited
    • India
    • Financial Services
    • 500 - 600 Employee
    • Associate Vice President
      • Jul 2021 - Apr 2023

    • Senior Relationship Manager
      • Apr 2019 - Jun 2021

      With about 7 years of professional experience in the wealth management outfit, I work on financial planning & investment strategy for HNI & UHNI families. My role involves portfolio strategy, identifying investment opportunities in client’s existing portfolio and financial reporting. I emphasise on fostering long-term relationship with HNI families, while preserving their trust with research-driven approach & performance reporting that is backed by data to build conviction.

    • Assistant Manager- Private Wealth Management
      • Jul 2014 - Mar 2019

Education

  • Lala Lajpatrai Institute of Management
    Master in Management Studies, Marketing
    2012 - 2014
  • Nirmala Niketan, College of Home Science
    Bachelor's degree in Home Science, Community Resource Management
    2007 - 2010

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