Best professionals offering wealth manager services in Nariman Point

Get free quotes from professionals.

kshitij Rajput
₹ 1,000 per hour

kshitij Rajput

Counselor / Therapist

Accounting / Finance

I am an advisor who helps individuals make better financial and personal decisions. I guide clients in managing their money, planning investments, bud ...

Nariman Point, Mumbai
Wealth manager + 3
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Wealth manager in Nariman Point

Service Offered by Wealth Manager in Nariman Point, Mumbai

The wealth manager is a professional who provides financial services to clients. To perform this service, one must have a degree in finance or economics and relevant experience.

Recommended accreditations and certifications for industry professionals include CFA Charterholder or Chartered Financial Analyst certification.

To choose the best service provider, consider their experience, reputation, and qualifications.

  • What is your experience working with clients?
  • Can you provide references from previous clients?

Fees for Wealth Manager freelancers

The average daily fee for the experienced freelancers is ₹6,000.

The fee varies depending on the city in which they are located. For instance,
Mumbai ₹5,500
Bangalore ₹4,800
Delhi ₹6,200

wealth manager jobs near Nariman Point

  • Work in company

    Wealth Manager

    TerraGiG

    We are looking for Wealth Manager. · The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families,This role is responsible for onboarding new clients and managing relationships with high-net-worth families, · ...

    Mumbai City

    1 month ago

  • Work in company

    Hiring Wealth managers

    Moat Wealth Associates LLP

    Company Description · Moat Wealth Associates LLP is an independent financial services firm dedicated to helping individuals and families achieve their financial goals and aspirations. The firm provides comprehensive solutions including investment planning, goal-oriented advisory, ...

    Mumbai, Maharashtra

    1 week ago

  • Work in company

    Wealth Manager

    Finance Monitor (india)

    We are looking for Wealth Manager - Mutual Fund. · Wealth Managers lead sales strategy and execution to meet revenue targets through new client acquisitions and cross-sellings. They manage and liaise with clients to drive business growth. ...

    Mumbai

    1 month ago