Vikas Vaishnav

I am a dynamic and results‑driven Wealth & Investment Professional with over 9 years of experience in financial services, insurance, and banking. Skilled in portfolio advisory, client relationship management, and product sourcing, I have consistently exceeded sales targets, qualified for MDRT, and earned multiple awards for top performance.

Passionate about helping clients achieve financial growth, I combine analytical expertise with persuasive communication to deliver sustainable business outcomes. Multilingual in English, Hindi, and Marathi, I bring a client‑centric approach and proven ability to build trust and long‑term relationships.