Raj Modi Email and Phone Number
Raj Modi work email
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Raj Modi personal email
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With over a decade of experience across various domains in the financial sector—Investments, Banking, and Broking—I bring deep expertise and insights to guide clients on their financial journey.Building on this foundation, I established Wisdom Financial Services, a firm dedicated to providing tailored investment solutions that cater to the unique goals of each client.At Wisdom Financial Services, we serve a diverse clientele, from individuals to institutions, with customized strategies designed to achieve their financial aspirations.Our approach is rooted in transparency and collaboration. We prioritize empowering clients with the knowledge and confidence to make informed financial decisions.Whether it's Wealth Creation, Financial Planning, or Portfolio Management, our focus is on fostering long-term relationships built on trust, professionalism, and value-driven solutions.
Wisdom Financial Services Private Limited
View- Website:
- wisdomfin.in
- Employees:
- 1
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Founder And Wealth ManagerWisdom Financial Services Private LimitedAhmedabad, Gj, In -
Founder & Wealth ManagerWisdom Financial Services Sep 2024 - PresentAhmedabad, Gujarat, India -
Senior Manager - Institutional Sales & Family OfficeDsp Mutual Fund Jan 2024 - Sep 2024Ahmedabad, Gujarat, India -
Manager - Institutional Sales & Family OfficeDsp Mutual Fund Jan 2020 - Dec 2023Ahmedabad Area, India -
Assistant Manager- Institutional Sales & Family OfficeDsp Mutual Fund Jan 2018 - Dec 2019Ahmedabad Area, India -
Personal BankerHdfc Bank Limited Apr 2016 - Jan 2018Ahmedabad, Gujarat, India -
Senior Relationship ManagerIcici Securities Dec 2014 - Apr 2016Ahmedabad, Gujarat, India -
Management TraineeIcici Securities Aug 2014 - Nov 2014Ahmedabad Area, India -
Summer InternBusiness Standard Jun 2013 - Jul 2013Ahmedabad Area, India- Generating fresh leads & business,- Meeting existing clients,- Renewal of existing subscription,- Need Recognition,- Grievance handling, etc.
Raj Modi Skills
Raj Modi Education Details
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Value Investing Blue Print -
Swastik VidyaviharA
Frequently Asked Questions about Raj Modi
What company does Raj Modi work for?
Raj Modi works for Wisdom Financial Services Private Limited
What is Raj Modi's role at the current company?
Raj Modi's current role is Founder and Wealth Manager.
What is Raj Modi's email address?
Raj Modi's email address is ra****@****ail.com
What schools did Raj Modi attend?
Raj Modi attended Flame University, N R Institute Of Business Management (Gls Mba), Ahmedabad University, Swastik Vidyavihar.
What are some of Raj Modi's interests?
Raj Modi has interest in Networking, Environment, Education, Human Rights, Latest Technologies, Arts And Culture.
What skills is Raj Modi known for?
Raj Modi has skills like Leadership, Negotiation, Marketing, Microsoft Office, Management, Team Management, Teamwork, Market Research, Marketing Communications, Microsoft Excel, Competitive Analysis, Microsoft Word.
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Raj Modi
Associate Business Analyst @ Morgan Stanley | Business Analytics, Requirement AnalysisThane1morganstanley.com
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