Partner
Current
Jul 2022 - Present
AeroLeads people directory · profile
Satpal Saini, Cfa Email & Phone Number
Partner
at
WealthVault Research and Analytics Pvt. Ltd.
1 work email found
@yahoo.co.in
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
New Delhi, Delhi, India
Who is Satpal Saini, Cfa? Overview
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Quick answer
Satpal Saini, Cfa is listed as Partner at WealthVault Research and Analytics Pvt. Ltd., based in New Delhi, Delhi, India. AeroLeads shows a work email signal at yahoo.co.in and a matched LinkedIn profile for Satpal Saini, Cfa.
Satpal Saini, Cfa previously worked as Assistant Vice President 2 - Pioneer Banking at Indusind Bank and Assistant Vice President1 - Pioneer Banking at Indusind Bank. Satpal Saini, Cfa holds Cfa, Investments And Securities from Cfa Institute, Usa.
Company email context
Email format at WealthVault Research and Analytics Pvt. Ltd.
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*@yahoo.co.in
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AeroLeads found 1 current-domain work email signal for Satpal Saini, Cfa. Compare company email patterns before reaching out.
Profile bio
About Satpal Saini, Cfa
Senior level Investment Consulting professional with rich experience in attaining client’s goals (both financial & investment) and supporting strategic investment decisions. I have been while closely interfacing with Banks and Wealth Managers (Global and Indian). My approach in each of roles employed is to conduct financial analysis and figure out personalized investment options.Throughout my professional journey, I have been building, reviving strategic investment plans to meet HNI clients return expectations. I believe that building long-term relationships is a crucial aspect of conducting business in today’s times, which is why I have been successfully dealing with HNI clients with large asset volume. Specialities: Investment Consulting, Wealth Management Strategy, trading strategies, direct equity, insurance, mutual funds, Client Relationship Management and Clients’ Financial Background Analysis, Portfolio Management Services, Risk Management. Technical Purview: NEST (Next Generation Electronic Securities Trading Platform) Trading Terminal by Omnisys, MS Office Suite (Word, Excel & PowerPoint) and Internet Applications
Listed skills include Equity Research, Equities, Capital Markets, Derivatives, and 13 others.
Current workplace
Satpal Saini, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealthvault Research And Analytics Pvt. Ltd.
AeroLeads page
8 roles
Satpal Saini, Cfa work experience
A career timeline built from the work history available for this profile.
Assistant Vice President 2 - Pioneer Banking
Apr 2021 - Jul 2022
Assistant Vice President1 - Pioneer Banking
Mar 2020 - Mar 2021
Senior Manager
Edelweiss Broking Limited
I am currently designated as the Senior Manager in Edelweiss Broking Limited, New Delhi. I lead duties pertaining to Investment Consulting along with Analytics and Client Engagement. I deal with prominent corporate clients with significant investible surpluses, including Ultra HNI-Level clients. I offer advisory expertise and bolster operational efficiency via policies planning and implementation.Over the years, I’m handling over 180 crores of AUM for these high-profile clients while… Show more I am currently designated as the Senior Manager in Edelweiss Broking Limited, New Delhi. I lead duties pertaining to Investment Consulting along with Analytics and Client Engagement. I deal with prominent corporate clients with significant investible surpluses, including Ultra HNI-Level clients. I offer advisory expertise and bolster operational efficiency via policies planning and implementation.Over the years, I’m handling over 180 crores of AUM for these high-profile clients while also leveraging assistance in carrying out dividend, interest, bonus, split, merger, and demerger. I am also acting as the Transaction Manager ensuring successful and seamless execution while adhering to client organizational structures and risk appetite. I am able to manage the funds for a long list of clients to achieve their personalized financial objectives. While leading consulting activities, I conduct stability reviews on the financial situation of the client while taking into account key factors like their income, net worth, current investments, investment time horizon, risk tolerance, and liquidity requirements. I administer complex derivatives strategies executions and maintain the overall portfolio strategy across a range of portfolios, while managing fixed income, currency derivatives, equity securities & derivatives, and wealth management segments. Show less
Apr 2018 - Mar 2020
Manager
Edelweiss Broking Limited
Apr 2016 - Mar 2018
Assistant Manager
Edelweiss Broking Limited
Apr 2014 - Mar 2016
Associate
Edelweiss Broking Limited
Jun 2010 - Mar 2014
Manager (Equity)
In my association with Religare Securities Limited, New Delhi, I was delegated as Manager (Equity). I held the accountability for guiding clients pertaining to sound investment decision making and achieve financial objectives. I handled segments and offered services in equity, derivatives, currency and wealth management products. Additionally I evaluated the client’s risk tolerance and suggested investment opportunities with high ROI and manageable risks.
May 2009 - Dec 2009
3 education records
Satpal Saini, Cfa education
Cfa, Investments And Securities
Cfa Institute, Usa
Master Of Business Administration (M.B.A.), Finance, 1St
Guru Jambeshwar University
B. Com (Hon'S), Commerce
FAQ
Frequently asked questions about Satpal Saini, Cfa
Quick answers generated from the profile data available on this page.
What company does Satpal Saini, Cfa work for?
Satpal Saini, Cfa works for WealthVault Research and Analytics Pvt. Ltd..
What is Satpal Saini, Cfa's role at WealthVault Research and Analytics Pvt. Ltd.?
Satpal Saini, Cfa is listed as Partner at WealthVault Research and Analytics Pvt. Ltd..
What is Satpal Saini, Cfa's email address?
AeroLeads has found 1 work email signal at @yahoo.co.in for Satpal Saini, Cfa at WealthVault Research and Analytics Pvt. Ltd..
Where is Satpal Saini, Cfa based?
Satpal Saini, Cfa is based in New Delhi, Delhi, India while working with WealthVault Research and Analytics Pvt. Ltd..
What companies has Satpal Saini, Cfa worked for?
Satpal Saini, Cfa has worked for Wealthvault Research And Analytics Pvt. Ltd., Indusind Bank, Edelweiss Broking Limited, and Religare.
How can I contact Satpal Saini, Cfa?
You can use AeroLeads to view verified contact signals for Satpal Saini, Cfa at WealthVault Research and Analytics Pvt. Ltd., including work email, phone, and LinkedIn data when available.
What schools did Satpal Saini, Cfa attend?
Satpal Saini, Cfa holds Cfa, Investments And Securities from Cfa Institute, Usa.
What skills is Satpal Saini, Cfa known for?
Satpal Saini, Cfa is listed with skills including Equity Research, Equities, Capital Markets, Derivatives, Banking, Corporate Finance, Risk Management, and Financial Analysis.
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