Nikita Nigam
Faridabad,
Summary
Resourceful financial services professional with over 12 years of experience in bespoke wealth solutions and multi-asset portfolio advisory. Demonstrated success in managing and deepening long-term relationships with HNI and UHNI clients, delivering personalized, goals-based solutions across various strategies. Combines strong market insight with a client-first mindset and excellent interpersonal skills to drive engagement, trust, and sustained portfolio growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Associate Vice President – Client Relations
Ambit Global Private Client
New Delhi
05.2024 - Current
- Managed and advised a portfolio of High Net-Worth and Ultra High Net-Worth clients, delivering comprehensive, end-to-end wealth management solutions spanning Equity, Fixed Income and Alternate investments.
- Designed and implemented personalized asset allocation strategies in line with clients’ investment objectives, liquidity needs, and risk tolerance—striking the right balance between capital preservation, income generation, and long-term growth.
- Conducted regular portfolio reviews and product suitability assessments, adapting strategies to changing market conditions, client life stages, and evolving macroeconomic landscapes.
Senior Manager – Client Relations
Ambit Global Private Client
New Delhi
04.2021 - 05.2024
Senior Manager
International Money Matters Pvt. Ltd.
New Delhi
10.2020 - 04.2021
- Delivered comprehensive financial planning solutions across multiple asset classes, including mutual funds, real estate, insurance, and fixed income instruments.
- Conducted regular portfolio reviews, cash-flow analysis, and product suitability assessments to ensure alignment with evolving client goals and market conditions.
- Contributed to business growth by expanding the client base and increasing wallet share among long-term investors through strategic relationship management and value-driven advisory.
Financial Advisor
International Money Matters Pvt. Ltd.
New Delhi
06.2018 - 10.2020
Senior Manager – Wealth Management
IIFL Wealth (PReMIA Division)
Pune
01.2011 - 04.2016
- Managed HNI client portfolios across mutual funds, portfolio management services, structured products, and loan products such as LAP and LAS.
- Conducted in-depth market research and developed customized investment strategies aligned with client risk profiles and financial goals.
- Consistently surpassed revenue targets, including successful reactivation of dormant accounts and enhancement of wallet share through proactive client engagement.
Education
MBA - Finance
Sadhana Centre For Management & Leadership Development
Pune, India01-2011
BBA - Business Administration
International College For Girls, Rajasthan University
Jaipur, India01-2009
Senior Secondary & High School -
Maharani Gayatri Devi Girls’ School
Jaipur, India01-2006
Skills
- Wealth & Portfolio Management
- Financial planning and investment advisory
- Client Relationship & Retention
- Asset allocation and optimization
- Multi-asset products (equity, fixed income, alternates)
- Effective communication and Interpersonal Skills
Certification
- Certified Private Wealth Manager- Advance Level by CIEL
- NISM Mutual Fund Distributors Certification
- NISM PMS Distributors Certification
- NFP Financial Transitions Workshop by Susan Bradley
Languages
English, Hindi
ADDITIONAL INFORMATION
- Date of Birth: 4th August 1988
- Current Address: Sector 78, Faridabad, Haryana
- Permanent Address: Vaishali Nagar, Jaipur, Rajasthan
Timeline
Associate Vice President – Client Relations
Ambit Global Private Client
05.2024 - Current
Senior Manager – Client Relations
Ambit Global Private Client
04.2021 - 05.2024
Senior Manager
International Money Matters Pvt. Ltd.
10.2020 - 04.2021
Financial Advisor
International Money Matters Pvt. Ltd.
06.2018 - 10.2020
Senior Manager – Wealth Management
IIFL Wealth (PReMIA Division)
01.2011 - 04.2016
MBA - Finance
Sadhana Centre For Management & Leadership Development
BBA - Business Administration
International College For Girls, Rajasthan University
Senior Secondary & High School -
Maharani Gayatri Devi Girls’ School
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