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.
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Senior Analyst360 One WealthNew Delhi, Dl, In -
Senior Manager - WealthNuvama Wealth Nov 2023 - PresentDelhi, India -
Senior ManagerAccrue Finvisor Aug 2020 - May 2023New Delhi, Delhi, India
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Deputy ManagerKotak Securities May 2019 - Jul 2020Central Delhi, Delhi, India -
Deputy ManagerYes Bank Aug 2018 - Apr 2019South Delhi, Delhi, India -
Deputy ManagerIcici Bank Feb 2016 - Dec 2017West 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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Vikas Saxena
P&L Leadership | Visionary Approach | Entrepreneurial Mindset | Strategic Expertise | Business-To-Business I Business To ConsumerGurugram -
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Vikas Saxena
Head - Aiot & Wearables | Gtm | E-Commerce | Private Equity | Iim Calcutta | Iit KanpurBengaluru2yahoo.co.in, jbindia.co.in -
Vikas Saxena
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