Why Choose NetWealth India?
Discover what sets us apart and why clients trust us for their long-term financial growth and security.
Expertise Backed by 15+ Years in BFSI
Over 8+ years of experience in banking, insurance, and financial services, including roles in ICICI Prudential Life Insurance and HDFC Bank. Deep understanding of Retail Banking, HNI Portfolio Management, and Financial Advisory.
Trusted HNI Portfolio Specialist
Managed an Imperia Portfolio worth ₹120 Cr at HDFC Bank. Specialized in handling High Net-worth Individuals (HNIs), focusing on long-term financial planning and holistic wealth building.
Proven Track Record
MDRT qualifier for 3 consecutive years (2016, 2017, 2018) – a global recognition of top-performing financial professionals. Multiple performance awards at ICICI Prudential (e.g., "Profitable Champ" across multiple years).
Full-Spectrum Financial Solutions
Cross-selling expertise in Mutual Funds, Insurance, FDs, RDs, Retail Loans, and Savings/Current Accounts. Ability to create customized investment portfolios aligned with client goals.
Relationship & Trust Focus
Senior Key Relationship Manager role involved direct engagement with clients, building trust, and ensuring seamless service delivery. Track record of client retention, repeat business, and long-term wealth management.
Client-Centric & Globally Aware
Attended international seminars and workshops in Europe, Russia, Thailand, and Bali, adding global perspective to financial planning. Multilingual professional: Fluent in English, Hindi, Marathi, Marwari, and Gujarati.