Anilkumar Verma Email and Phone Number
Anchoring the wealth management division at Motilal Oswal, my specialty lies in crafting strategic financial plans that not only secure but also amplify the assets of our ultra-high-net-worth clientele. Our team's success in portfolio management and investment advisory is a testament to our commitment to excellence and ethical guidance in a dynamic financial landscape.Previously, as an Assistant Vice President at Fintoo, I honed my skills in navigating global equities and private wealth management, ensuring long-term growth and robust financial health for clients. Aligning with my belief that meticulous planning and execution are the pillars of wealth creation, Motilal Oswal and I stand united in our mission to deliver unwavering professional advice and foster enduring prosperity.
Motilal Oswal Financial Services Ltd
View- Website:
- motilaloswalgroup.com
- Employees:
- 5333
-
Assistant Vice PresidentMotilal Oswal Financial Services Ltd Nov 2023 - PresentGurugram
-
Assistant Vice PresidentFintoo Jul 2022 - Nov 2023Gurugram, Haryana, India -
Cluster ManagerFintoo (Formerly Financial Hospital) Aug 2021 - Aug 2022Gurugram, Haryana, India
-
Assistant Team LeaderFintoo (Formerly Financial Hospital) Jan 2021 - Jul 2021
-
Branch ManagerFintoo (Formerly Financial Hospital) Jan 2018 - Jun 2020Mumbai, Maharashtra, IndiaMy job is to provide professional and customised support to UHNI and HNI clients on wealth Management . It Includes Tax Planning , Wealth Protection , Will Planning , Estate Planning and Risk Assessment , International and Domestic Equity , Bonds & G-sec .
-
Sr.Relationship ManagerBajaj Capital Ltd Dec 2016 - Jan 2018DadarI was Sr. Relationship Manager for managing wealth for Retail Investors as corporate client. Our core business was Broking and Financial Planning . I was majorly focusing on Financial Planning and responsible to provide unbiased solution towards goals and responsibilities. -
Sr.Financial PlannerFinancial Hospital May 2014 - Aug 2016Mumbai Area, IndiaI am working here as Sr. Financial planner. I have expertise in the filed of Tax Planning, Insurance Planning, Retirement Planning, Investment Planning and Specific Goal based Planning.
Anilkumar Verma Skills
Anilkumar Verma Education Details
-
American Academy Of Financial Management® IndiaFinancial Planning And Wealth Management -
Cfa InstituteChartered
-
Mumbai UniversityA+
-
Swami VivekanandHigh School
Frequently Asked Questions about Anilkumar Verma
What company does Anilkumar Verma work for?
Anilkumar Verma works for Motilal Oswal Financial Services Ltd
What is Anilkumar Verma's role at the current company?
Anilkumar Verma's current role is Assistant Vice President | Chartered Wealth Manager®.
What schools did Anilkumar Verma attend?
Anilkumar Verma attended American Academy Of Financial Management® India, Cfa Institute, Mumbai University, Swami Vivekanand.
What are some of Anilkumar Verma's interests?
Anilkumar Verma has interest in Education, Economic Empowerment.
What skills is Anilkumar Verma known for?
Anilkumar Verma has skills like Financial Planning, Retirement Planning, Investments, Insurance Planning, Tax Planning, Portfolio Management, Wealth Management, Insurance, Finance, Equities, Cprporate Relationship Manager, Bussiness Development Manager.
Who are Anilkumar Verma's colleagues?
Anilkumar Verma's colleagues are Rahul Pednekar, Pritam Fulzele, Pawan Jyotishi, Swetha K.o, Stuti Mehta, Murali G, Garvit Varma.
Not the Anilkumar Verma you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial