Assistant Vice President
Current
Nov 2023 - Present
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Anilkumar Verma Email & Phone Number
Assistant Vice President | Chartered Wealth Manager®
at
Motilal Oswal Financial Services Ltd
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Assistant Vice President | Chartered Wealth Manager®
Location
Gurugram, Haryana, India
Company size
Who is Anilkumar Verma? Overview
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Quick answer
Anilkumar Verma is listed as Assistant Vice President | Chartered Wealth Manager® at Motilal Oswal Financial Services Ltd, a with 5333 employees, based in Gurugram, Haryana, India. AeroLeads shows a matched LinkedIn profile for Anilkumar Verma.
Anilkumar Verma previously worked as Assistant Vice President at Motilal Oswal Financial Services Ltd and Assistant Vice President at Fintoo. Anilkumar Verma holds Chartered Wealth Manager®, Financial Planning And Wealth Management from American Academy Of Financial Management® India.
Company email context
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Motilal Oswal Financial Services Ltd
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Profile bio
About Anilkumar Verma
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.
Listed skills include Financial Planning, Retirement Planning, Investments, Insurance Planning, and 9 others.
Current workplace
Anilkumar Verma's current company
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Motilal Oswal Financial Services Ltd
7 roles
Anilkumar Verma work experience
A career timeline built from the work history available for this profile.
Assistant Vice President
Jul 2022 - Nov 2023
Cluster Manager
Aug 2021 - Aug 2022
Assistant Team Leader
Jan 2021 - Jul 2021
Branch Manager
My 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 .
Jan 2018 - Jun 2020
Sr.Relationship Manager
I 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.
Dec 2016 - Jan 2018
Sr.Financial Planner
I 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.
May 2014 - Aug 2016
Team & coworkers
Colleagues at Motilal Oswal Financial Services Ltd
Other employees you can reach at motilaloswalgroup.com. View company contacts for 5333 employees →
VV
Vijay Viswas Lobo
Colleague at Motilal Oswal Financial Services LtdKarnataka, India
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YB
Yogesh Bade
Colleague at Motilal Oswal Financial Services LtdNagpur, Maharashtra, India
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TJ
Tanya Jain
Colleague at Motilal Oswal Financial Services LtdAjmer, Rajasthan, India
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NA
Neeraj Agarwal
Colleague at Motilal Oswal Financial Services LtdMumbai, Maharashtra, India
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PT
Prashant Toshniwal
Colleague at Motilal Oswal Financial Services LtdKolkata, West Bengal, India
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VM
Varun Mehta
Colleague at Motilal Oswal Financial Services LtdAhmedabad, Gujarat, India
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PG
Probal Ghosh
Colleague at Motilal Oswal Financial Services LtdMumbai, Maharashtra, India
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RL
Rajeev Lochan Sharma
Colleague at Motilal Oswal Financial Services LtdJaipur, Rajasthan, India
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DS
Drashti Satikuwar
Colleague at Motilal Oswal Financial Services LtdMumbai, Maharashtra, India
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SK
Sujit Kumar Giri
Colleague at Motilal Oswal Financial Services LtdHyderabad, Telangana, India
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Vijay Viswas Lobo
Colleague at Motilal Oswal Financial Services LtdKarnataka, India
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YB
Yogesh Bade
Colleague at Motilal Oswal Financial Services LtdNagpur, Maharashtra, India
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TJ
Tanya Jain
Colleague at Motilal Oswal Financial Services LtdAjmer, Rajasthan, India
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NA
Neeraj Agarwal
Colleague at Motilal Oswal Financial Services LtdMumbai, Maharashtra, India
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PT
Prashant Toshniwal
Colleague at Motilal Oswal Financial Services LtdKolkata, West Bengal, India
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VM
Varun Mehta
Colleague at Motilal Oswal Financial Services LtdAhmedabad, Gujarat, India
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PG
Probal Ghosh
Colleague at Motilal Oswal Financial Services LtdMumbai, Maharashtra, India
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RL
Rajeev Lochan Sharma
Colleague at Motilal Oswal Financial Services LtdJaipur, Rajasthan, India
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DS
Drashti Satikuwar
Colleague at Motilal Oswal Financial Services LtdMumbai, Maharashtra, India
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SK
Sujit Kumar Giri
Colleague at Motilal Oswal Financial Services LtdHyderabad, Telangana, India
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4 education records
Anilkumar Verma education
Chartered Wealth Manager®, Financial Planning And Wealth Management
American Academy Of Financial Management® India
Chartered
Cfa Institute
Bachelor’S Degree, Commerce And Economics, A+
Mumbai University
High School
Swami Vivekanand
FAQ
Frequently asked questions about Anilkumar Verma
Quick answers generated from the profile data available on this page.
What company does Anilkumar Verma work for?
Anilkumar Verma works for Motilal Oswal Financial Services Ltd.
What is Anilkumar Verma's role at Motilal Oswal Financial Services Ltd?
Anilkumar Verma is listed as Assistant Vice President | Chartered Wealth Manager® at Motilal Oswal Financial Services Ltd.
Where is Anilkumar Verma based?
Anilkumar Verma is based in Gurugram, Haryana, India while working with Motilal Oswal Financial Services Ltd.
What companies has Anilkumar Verma worked for?
Anilkumar Verma has worked for Motilal Oswal Financial Services Ltd, Fintoo, Fintoo (Formerly Financial Hospital), Bajaj Capital Ltd, and Financial Hospital.
Who are Anilkumar Verma's colleagues at Motilal Oswal Financial Services Ltd?
Anilkumar Verma's colleagues at Motilal Oswal Financial Services Ltd include Vijay Viswas Lobo, Yogesh Bade, Tanya Jain, Neeraj Agarwal, and Prashant Toshniwal.
How can I contact Anilkumar Verma?
You can use AeroLeads to view verified contact signals for Anilkumar Verma at Motilal Oswal Financial Services Ltd, including work email, phone, and LinkedIn data when available.
What schools did Anilkumar Verma attend?
Anilkumar Verma holds Chartered Wealth Manager®, Financial Planning And Wealth Management from American Academy Of Financial Management® India.
What skills is Anilkumar Verma known for?
Anilkumar Verma is listed with skills including Financial Planning, Retirement Planning, Investments, Insurance Planning, Tax Planning, Portfolio Management, Wealth Management, and Insurance.
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