Services
Video meeting . 15 mins
Video meeting . 30 mins
About me
I'm working at MM Wealth Vridhi, focusing on building a strong network of clients, digital activation and expanding our services to provide personalised wealth management. My primary goal is to assist individuals with their personal finance needs as part of an AMFI registered mutual fund company that already caters to a diverse clientele ranging from high-net-worth individuals to those just starting their financial journey, spread across India as well as NRIs.
In my previous role, I served as an Associate Consultant at ZS Associates, specialising in Data Strategy and Analytics. I have a proven track record in navigating the intricacies of data governance, brand performance analytics, data quality, and sales force operations. I'm passionate about problem-solving and discussing concise insights obtained through data with my clients. I am looking to connect and explore together the synergies in world of finance, data and impactful solutions!