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Hetal Thakker Email & Phone Number
Vice President - Private Wealth
at
ASK Asset & Wealth Management
1 work email found
@askwealthadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Private Wealth
Location
Mumbai, Maharashtra, India
Company size
Who is Hetal Thakker? Overview
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Quick answer
Hetal Thakker is listed as Vice President - Private Wealth at ASK Asset & Wealth Management, a with 263 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at askwealthadvisors.com and a matched LinkedIn profile for Hetal Thakker.
Hetal Thakker previously worked as Associate Vice President - Private Wealth at Ask Wealth Advisors Private Limited and Deputy Director - Client Relations at Trustplutus Wealth Managers (India) Pvt Ltd. Hetal Thakker holds Post Graduate Executive Management, General Management from S.P. Jain Institute Of Management & Research.
Company email context
Email format at ASK Asset & Wealth Management
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{first_initial}{last}@askwealthadvisors.com
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AeroLeads found 1 current-domain work email signal for Hetal Thakker. Compare company email patterns before reaching out.
Profile bio
About Hetal Thakker
Hetal Thakker is a Vice President - Private Wealth at ASK Asset & Wealth Management. She possess expertise in portfolio management, wealth management, banking, relationship management, equities and 14 more skills.
Listed skills include Portfolio Management, Wealth Management, Banking, Relationship Management, and 15 others.
Current workplace
Hetal Thakker's current company
Company context helps verify the profile and gives searchers a useful next step.
Ask Asset & Wealth Management
7 roles · 22 years
Hetal Thakker work experience
A career timeline built from the work history available for this profile.
Vice President - Private Wealth
Current
Apr 2023 - Present
Associate Vice President - Private Wealth
Current
Ask Wealth Advisors Private Limited
-Financial Advisor to UHNI across product suit - Debt, Mutual Funds, Equity PMS, Structure Products, Private Equity Funds etc.- Business Development - Sourcing information of prospects and creating opportunities for business relationships.
Aug 2014 - Present
Deputy Director - Client Relations
• Acquiring and Managing HNI's and sourcing Wealth Management Products that include Equities, Debt and Alternate Investments.• Reviewing client portfolios on a periodic basis with the Advisory team to arrive at the correct Asset Allocation mix of products for clients depending on market conditions & risk appetite of the client.• Advising clients on portfolio action for optimizing returns & revenues.
Jan 2011 - Jul 2014
Associate Banker
Citi Private Bank
• Handling servicing of client portfolios, processing client transactions & post transaction service.• Preparing client net worth statement.• Provide streamlined solutions for product enquiries and identify product improvements to grow the current client wallet share.
May 2008 - Dec 2010
Service Advisors
Citi Wealth Advisors
• Part of the initial set up Service team and hence helped in setting up processes, UAT for systems and streamlining the other service oriented system to ensure smooth servicing of clients.• Assisting Financial Advisors in offering a seamless and error free service experience & processing transactions.• Assisting in marketing initiatives & client events.• Attending to customer queries and complaints• Handling various business MIS (Country level / Regional level)• Mentor… Show more • Part of the initial set up Service team and hence helped in setting up processes, UAT for systems and streamlining the other service oriented system to ensure smooth servicing of clients.• Assisting Financial Advisors in offering a seamless and error free service experience & processing transactions.• Assisting in marketing initiatives & client events.• Attending to customer queries and complaints• Handling various business MIS (Country level / Regional level)• Mentor new joinees. Show less
2007 - 2008
~1 yr
Service Executive
• Customer interface for Assets/Liabilities related queries.• Deepening existing client relationships with the bank.• Ensuring Complaints pertaining to GB clients are resolved within TAT.• Cash Vault Custodian.• Preparing Daily MIS (Sales/Central office reporting) & Audit reports.• Mentor new joinees to the bank on bank work process and procedures.• Cross selling of various products to existing customers and ensuring customer awareness.• Front end documentation… Show more • Customer interface for Assets/Liabilities related queries.• Deepening existing client relationships with the bank.• Ensuring Complaints pertaining to GB clients are resolved within TAT.• Cash Vault Custodian.• Preparing Daily MIS (Sales/Central office reporting) & Audit reports.• Mentor new joinees to the bank on bank work process and procedures.• Cross selling of various products to existing customers and ensuring customer awareness.• Front end documentation checks & audit checks & clearing.• Booking rates for inward & outward remittances and other trade transactions. Show less
2005 - 2007
~2 yrs
2 education records
Hetal Thakker education
Post Graduate Executive Management, General Management
Bachelor Of Science (Bsc), Mathematics & Computer Application
Jai Hind College
FAQ
Frequently asked questions about Hetal Thakker
Quick answers generated from the profile data available on this page.
What company does Hetal Thakker work for?
Hetal Thakker works for ASK Asset & Wealth Management.
What is Hetal Thakker's role at ASK Asset & Wealth Management?
Hetal Thakker is listed as Vice President - Private Wealth at ASK Asset & Wealth Management.
What is Hetal Thakker's email address?
AeroLeads has found 1 work email signal at @askwealthadvisors.com for Hetal Thakker at ASK Asset & Wealth Management.
Where is Hetal Thakker based?
Hetal Thakker is based in Mumbai, Maharashtra, India while working with ASK Asset & Wealth Management.
What companies has Hetal Thakker worked for?
Hetal Thakker has worked for Ask Asset & Wealth Management, Ask Wealth Advisors Private Limited, Trustplutus Wealth Managers (India) Pvt Ltd, Citi Private Bank, and Citi Wealth Advisors.
How can I contact Hetal Thakker?
You can use AeroLeads to view verified contact signals for Hetal Thakker at ASK Asset & Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Hetal Thakker attend?
Hetal Thakker holds Post Graduate Executive Management, General Management from S.P. Jain Institute Of Management & Research.
What skills is Hetal Thakker known for?
Hetal Thakker is listed with skills including Portfolio Management, Wealth Management, Banking, Relationship Management, Equities, Mutual Funds, Team Management, and Capital Markets.
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