Who is Sharmika Vyas? Overview
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Sharmika Vyas is listed as Assistant Manager- Wealth Management at WEALIXIR, based in Thane, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sharmika Vyas.
Sharmika Vyas previously worked as Wealth Manager at Wealixir and Head Of Media at Life Is All Positive (Liap) Foundation. Sharmika Vyas holds Bachelor'S Degree, Finance, General from K J Somaiya College Of Arts & Commerce Vidyanagar Campus Vidyavihar Mumbai 400 077.
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Email format at WEALIXIR
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WEALIXIR
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Profile bio
About Sharmika Vyas
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.
Current workplace
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9 roles
Sharmika Vyas work experience
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Wealth Manager
Handling 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.
Head Of Media
LIAP 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 - Wealth
Providing 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.
Sep 2022 - May 2024
Wealth Manager
Handling 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.
Nov 2021 - Sep 2022
Relationship Manager
R B Capital And Wealth Management Company
Nov 2020 - Oct 2021
Relationship Manager
Dec 2019 - Aug 2020
Forex Manager
Mar 2019 - Nov 2019
Phone Banking Officer
Aug 2017 - Dec 2018
2 education records
Sharmika Vyas education
Bachelor'S Degree, Finance, General
Senior School Certificate Examination, Business/Commerce, General, 86%
FAQ
Frequently asked questions about Sharmika Vyas
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What company does Sharmika Vyas work for?
Sharmika Vyas works for WEALIXIR.
What is Sharmika Vyas's role at WEALIXIR?
Sharmika Vyas is listed as Assistant Manager- Wealth Management at WEALIXIR.
Where is Sharmika Vyas based?
Sharmika Vyas is based in Thane, Maharashtra, India while working with WEALIXIR.
What companies has Sharmika Vyas worked for?
Sharmika Vyas has worked for Wealixir, Life Is All Positive (Liap) Foundation, Way2Wealth Brokers Pvt. Ltd., Northstar Wealth, and R B Capital And Wealth Management Company.
How can I contact Sharmika Vyas?
You can use AeroLeads to view verified contact signals for Sharmika Vyas at WEALIXIR, including work email, phone, and LinkedIn data when available.
What schools did Sharmika Vyas attend?
Sharmika Vyas holds Bachelor'S Degree, Finance, General from K J Somaiya College Of Arts & Commerce Vidyanagar Campus Vidyavihar Mumbai 400 077.
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