Milind Pagare
Nashik
Summary
Experienced Personal Financial Advisor specializing in personalized financial planning, investment strategies, and wealth management. Expertise in client needs assessment and portfolio management to enhance asset growth and mitigate risk. Proven success in building lasting client relationships, driving engagement, and achieving financial objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior wealth Manager
InCred Wealth and Investment Services Pvt Ltd
Nashik
12.2025 - Current
- Manage and advise HNI/UHNI clients on investment strategies, wealth creation, and portfolio diversification.
- Provide goal-based financial planning aligned with clients’ risk appetite and long-term objectives.
- Recommend investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, and Insurance solutions.
- Conduct portfolio reviews and rebalance strategies based on market conditions and economic outlook.
- Delivered market insights and customized investment ideas that enhanced portfolio performance.
- Acquired new clients through relationship building, referrals, and strategic networking, driving AUM growth.
- Collaborate with internal teams to deliver tailored wealth solutions and superior client experience.
- Focused on client retention and satisfaction to build long-term relationships and secure repeat investments.
- Ensure adherence to regulatory and compliance standards while maintaining high ethical practices.
Senior Wealth Manager
IIFL Capital Wealth Ltd
Nashik
04.2024 - 12.2025
- Managed high-net-worth client relationships, providing expert guidance on asset allocation and investment opportunities.
- Developed and nurtured strong relationships with clients through regular communication and personalized service.
- Understand clients' financial goals, risk tolerance, and unique circumstances
- Create comprehensive financial plans tailored to the client's needs, such as retirement planning, estate planning, tax strategies, and investment planning
- Recommended and managed diversified investment portfolios, aligning strategies with clients' financial objectives and risk profiles.
- Educated clients on financial concepts, clarifying investment strategies and fostering informed decision-making.
- Assist with trust and will preparations, ensuring clients' wealth is protected and transferred according to their wishes
Senior Wealth Manager
Purnartha Investment Advisers PVT LTD
Nashik
08.2021 - 03.2024
- Recommended tailored investment strategies that aligned with clients' specific financial goals
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Collaborated with clients to develop customized investment portfolios
- Guided clients in making informed financial decisions to enhance their future outcomes
- Educated clients on key financial topics and best practices to empower their investment choices
- Developed and maintained strong relationships with clients to maximize satisfaction
- Advised high-net-worth clients on investment strategies
Senior Relationship Manager
RBL Bank LTD
Nashik
02.2021 - 07.2021
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities
- Identified prospective customers and assessed specific needs through trend research, enhancing targeting strategies
- Delivered banking, business administration, and financial services, ensuring high-quality client experiences
Relationship Manager
YES Bank Ltd.
Nashik
04.2019 - 01.2021
- Managed high net worth (HNI) customers' portfolios at the bank.
- Maintained relationships with clients while managing investment portfolios
- Retained customers by delivering exceptional service as dedicated account contact
- Increased customer engagement by cross-selling financial products to existing and new clients.
- Facilitated sales across product segments – current/saving accounts, asset products, mutual funds, and insurance
Sr. Relationship Manager
ICICI Securities
07.2016 - 04.2019
- Guided customers in achieving financial goals through responsive service and tailored financial strategies
- Built trust with customers through open communication by being transparent and aligning business goals with customer's financial goals
- Built long-term relationships with customers by fostering transparency and aligning their financial goals with business objectives
- Received multiple customer referrals, strengthening my network and enhancing client trust
Summer Internship Project
ICICI Securities
05.2015 - 07.2015
- Studied marketing strategies for mutual fund products in Kalyani Nagar (Pune)
- Analyzed investor preferences for mutual funds, focusing on ICICI Securities Mutual Funds
- Researched consumer awareness levels regarding mutual funds
- To enhance our Knowledge about the subject
Education
MBA - Marketing
University of Pune
PuneB.A -
North Maharashtra University
DhuleSkills
- Relationship Building
- Customer Service
- Interpersonal skills
- Leadership
- MS Office
- Willingness to learn new skills and abilities
- Portfolio management
- Financial planning
Websites
Certification
- NISM Series 21 A Portfolio Management Service Distributors, 10/16/23
- NISM -Series V-A Mutual Fund Distributors Certificate Examination, 09/10/24
Key Highlights
- Cold Calling on Database
- Provide core knowledge about Mutual funds and Equity
- Helped team members to learn to generate customer focused selling strategy.
- Customer meeting approx. daily 4 to 5 clients.
Timeline
Senior wealth Manager
InCred Wealth and Investment Services Pvt Ltd
12.2025 - Current
Senior Wealth Manager
IIFL Capital Wealth Ltd
04.2024 - 12.2025
Senior Wealth Manager
Purnartha Investment Advisers PVT LTD
08.2021 - 03.2024
Senior Relationship Manager
RBL Bank LTD
02.2021 - 07.2021
Relationship Manager
YES Bank Ltd.
04.2019 - 01.2021
Sr. Relationship Manager
ICICI Securities
07.2016 - 04.2019
Summer Internship Project
ICICI Securities
05.2015 - 07.2015
MBA - Marketing
University of Pune
B.A -
North Maharashtra University