Financial Advisor
Current
Jun 2023 - Present
AeroLeads people directory · profile
Swati Sharma Email & Phone Number
Financial Advisor
at
Pensionfriend
1 work email found
@thefinapolis.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Swati Sharma? Overview
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Quick answer
Swati Sharma is listed as Financial Advisor at Pensionfriend, based in Berlin, Germany. AeroLeads shows a work email signal at thefinapolis.com and a matched LinkedIn profile for Swati Sharma.
Swati Sharma previously worked as Investment and Wealth Advisor at Dvag and Wealth Select Manager at Icici Bank. Swati Sharma holds Master Of Business Administration (Mba), Finance, General from Balaji Institute Of Modern Management.
Company email context
Email format at Pensionfriend
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{first}.{last}@thefinapolis.com
86% confidence
AeroLeads found 1 current-domain work email signal for Swati Sharma. Compare company email patterns before reaching out.
Profile bio
About Swati Sharma
Investment and Financial Advisor- Helping people to achieve their financial goals in Germany with various financial products including Insurance, Retirement planning, Real estate investment etc. Feel free to contact me to get FREE consultation.
Listed skills include Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, and 15 others.
Current workplace
Swati Sharma's current company
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8 roles
Swati Sharma work experience
A career timeline built from the work history available for this profile.
Investment And Wealth Advisor
Jul 2022 - May 2023
Wealth Select Manager
"Investment advisory and wealth management" Managing the financial portfolio of UHNI clients and commercial businesses. EUR 30 million of assets under management (AUM)
Mar 2020 - Feb 2022
Senior Manager
Capital Quotient
Jun 2019 - Feb 2020
Deputy Manager
Aug 2017 - May 2019
Assistant Manager
Jun 2016 - Aug 2017
Equity Advisor
* Helped clients in selecting important investment opportunities by assessing the short term and long term goals, maintaining a balance between assets and liabilities.*Discussed with clients to assess the investment needs and advised on the available investment opportunities including the risks involved.* Advised clients on managing the projects and funding them financially.
Feb 2015 - May 2016
Internship
May 2014 - Jul 2014
2 education records
Swati Sharma education
Master Of Business Administration (Mba), Finance, General
B.Com (Hons)
FAQ
Frequently asked questions about Swati Sharma
Quick answers generated from the profile data available on this page.
What company does Swati Sharma work for?
Swati Sharma works for Pensionfriend.
What is Swati Sharma's role at Pensionfriend?
Swati Sharma is listed as Financial Advisor at Pensionfriend.
What is Swati Sharma's email address?
AeroLeads has found 1 work email signal at @thefinapolis.com for Swati Sharma at Pensionfriend.
Where is Swati Sharma based?
Swati Sharma is based in Berlin, Germany while working with Pensionfriend.
What companies has Swati Sharma worked for?
Swati Sharma has worked for Pensionfriend, Dvag, Icici Bank, Capital Quotient, and Iifl (India Infoline Group).
How can I contact Swati Sharma?
You can use AeroLeads to view verified contact signals for Swati Sharma at Pensionfriend, including work email, phone, and LinkedIn data when available.
What schools did Swati Sharma attend?
Swati Sharma holds Master Of Business Administration (Mba), Finance, General from Balaji Institute Of Modern Management.
What skills is Swati Sharma known for?
Swati Sharma is listed with skills including Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, Financial Accounting, Cash Flow, Corporate Finance, and Finance.
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