Summary
Overview
Work History
Education
Skills
Interests
Certification
Timeline
Generic
Abhinav Verma

Abhinav Verma

Wealth Manager
Sahibabad

Summary

An enthusiastic learner, who is always hungry for new concepts. Maintains total sincerity in work and has good communication skills and experience in handling the clients, believes in working as hard as possible at the first time only thereby increasing the productivity afterward and always maintains a positive attitude with the colleagues.

Overview

11
11
years of professional experience
4055
4055
years of post-secondary education
7
7
Certifications

Work History

AVP, Wealth Management

Sanctum Wealth
09.2024 - Current
  • Advising clients on comprehensive financial planning and conducted regular portfolio reviews, while actively expanding and managing a growing client book

Senior Manager- Wealth Specialist

Axis Bank
12.2022 - 09.2024
  • Conducted investment analysis and financial planning, including budgeting, forecasting. and MIS reporting: analyzed income and expense lines to support the strategic expansion of the client base and AUM size across the managed cluster.

Senior Analyst-Wealth

Client Associate
07.2020 - 12.2022
  • Managed investment portfolios and delivered wealth advisory services fostering client relationships through tailored financial planning. in-depth industry research, and preparation of market and research reports.
    Supported Relationship Managers in expanding their existing client books and driving acquisition of new HNI and treasury accounts through strategic insights and customized solutions.

Financial planner

HFI wealth Creators Pvt Ltd
11.2018 - 06.2020
  • Directly managed portfolios of High-Net-Worth Individuals (HNIs), providing tailored financial advice aligned with their goals, risk profiles, and evolving needs.

Tax and internal auditor

Waryam Singh & co.
03.2016 - 10.2018
  • Handled audit assignments across various entities, conducted income tax planning to enhance tax efficiency, and analyzed financial statements to prepare insightful reports supporting strategic decisions.

Paid Assistant

SRVM & associate
06.2014 - 11.2016
  • Stock audit, vouching & verification.
  • Client handling.

Education

CWM -

AAFM
04.2001 -

MBA -

Welingkar Institute of Management

CFP -

Financial Planning Standard Board US

B.Com -

Delhi University

Skills

  • Financial Analysis & Valuation
  • Investment Research
  • Portfolio Management
  • Financial Planning
  • Client Relationship Management
  • Business & Strategic Planning
  • Financial Content Writing

Interests

Reading
Writing
Fitness and sports

Certification

SEBI-Authorized Research Analyst

Timeline

AVP, Wealth Management

Sanctum Wealth
09.2024 - Current

Senior Manager- Wealth Specialist

Axis Bank
12.2022 - 09.2024

Senior Analyst-Wealth

Client Associate
07.2020 - 12.2022

Financial planner

HFI wealth Creators Pvt Ltd
11.2018 - 06.2020

Tax and internal auditor

Waryam Singh & co.
03.2016 - 10.2018

Paid Assistant

SRVM & associate
06.2014 - 11.2016

CWM -

AAFM
04.2001 -

MBA -

Welingkar Institute of Management

CFP -

Financial Planning Standard Board US

B.Com -

Delhi University
Abhinav VermaWealth Manager