Vikas Saxena

Vikas Saxena Email and Phone Number

Senior Analyst @ 360 ONE Wealth
New Delhi, DL, IN
Vikas Saxena's Location
Delhi, India, India
About Vikas Saxena

Experienced Financial Planner with a Passion for Personalized Wealth SolutionsAs a dedicated financial planner with 8+ years of experience, I am driven by a simple mission: to help my clients achieve financial success and peace of mind. My approach centers on building strong, trust-based relationships, where I take the time to understand each client's unique goals, dreams and challenges.Specializing in comprehensive financial planning, retirement strategies and investment management, I am committed to tailoring personalized solutions that align with individual aspirations. Whether you're planning for retirement, funding your children's education or growing your wealth, I'll work tirelessly to create a roadmap that suits your needs.Having navigated various market conditions, I leverage data-driven insights and a thorough understanding of tax implications to optimize investment portfolios and minimize risk. I am well-versed in estate planning and insurance strategies, ensuring that every aspect of your financial well-being is secure.Through continuous education and industry updates, I stay ahead of the curve, providing my clients with the latest financial strategies and opportunities. I take pride in simplifying complex financial jargon and empowering my clients to make informed decisions with confidence.Let's start a conversation about your financial goals and embark on a journey towards a brighter financial future.

Vikas Saxena's Current Company Details
360 ONE Wealth

360 One Wealth

View
Senior Analyst
New Delhi, DL, IN
Website:
360.one
Employees:
1490
Vikas Saxena Work Experience Details
  • 360 One Wealth
    Senior Analyst
    360 One Wealth
    New Delhi, Dl, In
  • Nuvama Wealth
    Senior Manager - Wealth
    Nuvama Wealth Nov 2023 - Present
    Delhi, India
  • Accrue Finvisor
    Senior Manager
    Accrue Finvisor Aug 2020 - May 2023
    New Delhi, Delhi, India
  • Kotak Securities
    Deputy Manager
    Kotak Securities May 2019 - Jul 2020
    Central Delhi, Delhi, India
  • Yes Bank
    Deputy Manager
    Yes Bank Aug 2018 - Apr 2019
    South Delhi, Delhi, India
  • Icici Bank
    Deputy Manager
    Icici Bank Feb 2016 - Dec 2017
    West Delhi, Delhi, India

Frequently Asked Questions about Vikas Saxena

What company does Vikas Saxena work for?

Vikas Saxena works for 360 One Wealth

What is Vikas Saxena's role at the current company?

Vikas Saxena's current role is Senior Analyst.

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