Best professionals offering wealth manager services in Nariman Point
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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 ...
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
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Wealth Manager/Entreprenuer
1 week ago
Dalmia Wealth Pvt Ltd Mumbai, MaharashtraDalmia Wealth Pvt Ltd is one of India's largest boutique Wealth Management Companies dedicated to delivering exceptional financial advisory services. With a strong client-first philosophy, the company has built lasting relationships and gained the trust and loyalty of its clients ...
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Vice President of Wealth Management
1 month ago
Banking and NBFC job Mumbai CityThe Senior Vice President – Private Wealth Management will be responsible for driving the wealth business in the region by managing key HNI/UHNI client relationships, acquiring new high-value clients. The role is a combination of strategic leadership and active business generatio ...
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Wealth Management Advisor
4 weeks ago
MADHUBAN FINVEST Mumbai, MaharashtraThis is a relationship manager role for wealth management located in Mumbai. The RM will be responsible for acquiring building and maintaining strong client relationships understanding clients' financial goals and offering tailored advice and solutions to address their wealth man ...