Apoorva Vora Email & Phone Number
Founder and CEO @ Finolutions Wealthcare LLP
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Apoorva Vora Location
- India
Apoorva Vora Work
- Founder and CEO @ (September 2013 - Present)
- Co-Founder @ (July 2022 - Present)
- Co-Founder @ Estate Guard Technologies Private Limited (August 2024 - Present)
- SVP and Head - Advisory and Products @ TrustPlutus Wealth Managers (India) Private Limited. (July 2010 - August 2013)
- Senior Vice President and Head - Investment Advisory and Research @ Religare Macquarie Private Wealth (August 2009 - May 2010)
- Head - Sales (PMS) @ UTI Asset Management Company Ltd. (May 2008 - July 2009)
- Sales Head (PMS) @ Franklin Templeton (January 2006 - January 2008)
- Regional Head - South @ (January 2005 - January 2006)
- G M @ Birla Sun Life Distribution Company Ltd. (January 2002 - January 2005)
- Manager - Resources @ Lloyds Group (January 1997 - January 2000)
Apoorva Vora Education
- MIT Sloan Executive Education
Certificate in Artificial Intelligence: Implications for Business Strategy (Artificial Intelligence)
2024-2024 - Association of International Wealth Management of India (AIWMI)
Certified Alternative Investment Manager
2020-2020 - CIEL
Certified Private Wealth Manager (CPWM)
2015 - FPSB
CFP
2012 - newport university
MBA (Marketing)
1995-1998 -
BCom (Advance Accountancy & Audit)
1982-1985 -
DTLP (Taxation Laws)
-
LLB (Labour Laws)
-
PGDCS (Computer Science)
Apoorva Vora Skills
- Investment Advisory
- Wealth Management
- Leadership
- Mutual Funds
- Asset Management
- Sales
- Capital Markets
- Team Building
- Financial Markets
- Investments
- Portfolio Management
- Retail Banking
- Financial Advisory
- Relationship Management
- Strategic Financial Planning
- Team Management
- CRM
- Equities
- Business Development
- Marketing Strategy
- Banking
- Financial Services
- Alternative Investments
- Private Banking
- Software Development
- Wealth Management Services
- Fixed Income
- Investment Banking
- Financial Planning
- Customer Relationship Management Crm
- Business Relationship Management
- Strategic Financial
- Customer Relationship Management
Apoorva Vora Summary
- Apoorva Vora, based in India, is currently a Founder and CEO at Finolutions Private Limited. Apoorva Vora brings experience from previous roles at Finvolve, Estate Guard Technologies Private Limited, TrustPlutus Wealth Managers (India) Private Limited. and Religare Macquarie Private Wealth. Apoorva Vora holds a 2024 - 2024 Certificate in Artificial Intelligence: Implications for Business Strategy in Artificial Intelligence @ MIT Sloan Executive Education. With a robust skill set that includes Investment Advisory, Wealth Management, Leadership, Mutual Funds, Asset Management and more. Apoorva Vora has 3 emails and 1 mobile phone numbers on RocketReach.
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