Sharmika Vyas Email and Phone Number
My journey in finance, rooted in a Bachelor's degree from K J Somaiya College, now unfolds at WEALIXIR, where wealth management for HNI and NRI clients is my canvas. At WEALIXIR, our team ensures each transaction is seamless, integrating mutual funds, stocks, and insurance into bespoke investment strategies. Balancing roles, I lead media efforts at LIAP Foundation, steering India's first positive NGO toward a vision of universal positivity. My core competencies in family wealth management and financial planning are complemented by decisive acumen, ensuring my clients' legacies thrive amidst market fluctuations.
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Wealth ManagerWealixir Jul 2024 - PresentMumbai, Maharashtra, IndiaHandling and managing HNI and NRI clients with respect to their wealth management.Assisting them with the investment strategies as per their risk appetite and regularly monitoring them.Handling end to end process from the clients end to ensure smooth transactions.Offering all the wealth products like Mutual funds, debt funds, stocks, Insurance.Apart from the wealth products, we assist in tax planning (ITR), estate planning, etc.
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Head Of MediaLife Is All Positive (Liap) Foundation Jul 2021 - PresentMumbai, Maharashtra, IndiaLIAP Foundation - It is India's first positive NGO! Life Is All Positive is a volunteer-based humanitarian, non-religious, non-political organization, with a vision to make “A World filled with Positivity” and bring a new concept of Positive NGO.The organization endeavours to make a positive impact with its mission "A POSITIVE YOU TO A POSITIVE WORLD". -
Senior Relationship Manager - WealthWay2Wealth Brokers Pvt. Ltd. Sep 2022 - May 2024Mumbai, Maharashtra, IndiaProviding various Financial solutions to HNI & UHNI segments to achieve their goals without any much hassel in future.Assisting in Financial planning and retirement planning to have a smooth life after retirement.Proposing with different investment products that ensures you earn better returns with capital preservation.Regularly monitoring the portfolio.Proposing as per the your requirement and giving unbiased decisions on your investments. -
Wealth ManagerNorthstar Wealth Nov 2021 - Sep 2022Mumbai, Maharashtra, IndiaHandling HNI and UHNI clients for their investment planning.proposing different investment products for Wealth planning to build a stable and growing portfolio over a period of time. -
Relationship ManagerR B Capital And Wealth Management Company Nov 2020 - Oct 2021Mumbai, Maharashtra, India
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Relationship ManagerHdfc Securities Dec 2019 - Aug 2020Thane, Maharashtra, India -
Forex ManagerHdb Financial Services Ltd. Mar 2019 - Nov 2019Mumbai, Maharashtra, India -
Phone Banking OfficerKotak Mahindra Bank Aug 2017 - Dec 2018Thane, Maharashtra, India
Sharmika Vyas Education Details
Frequently Asked Questions about Sharmika Vyas
What company does Sharmika Vyas work for?
Sharmika Vyas works for Wealixir
What is Sharmika Vyas's role at the current company?
Sharmika Vyas's current role is Wealth Manager at WEALIXIR | Expertise in Wealth Management.
What schools did Sharmika Vyas attend?
Sharmika Vyas attended K J Somaiya College Of Arts & Commerce Vidyanagar Campus Vidyavihar Mumbai 400 077, Kendriya Vidyalaya.
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