Apar Goel
Wealth manager
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About
I am working in wealth management industry prior that I have banking experience also
Overall 13 years experience in financial industry
Experience
In my previous role as Wealth Manager at SBI wealth , I honed my expertise in financial analysis, investment strategies, and portfolio management. I consistently delivered exceptional service to high-net-worth individuals, developing customized financial plans that encompassed asset allocation, retirement planning, estate planning, and tax management. I am adept at analyzing client risk tolerance, conducting thorough market research, and recommending adjustments to portfolios to ensure optimal performance.
Education
In my previous role as Wealth Manager at SBI wealth , I honed my expertise in financial analysis, investment strategies, and portfolio management. I consistently delivered exceptional service to high-net-worth individuals, developing customized financial plans that encompassed asset allocation, retirement planning, estate planning, and tax management. I am adept at analyzing client risk tolerance, conducting thorough market research, and recommending adjustments to portfolios to ensure optimal performance.
