Srikanth V Email & Phone Number
Co-Founder and CEO @ Neo Wealth Partners
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Srikanth V Location
- Mumbai, MH, IN
Srikanth V Work
- 2023 - now Co-Founder and CEO @
- 2022 - 2023 Co-Founder and CEO @
- 2021 - 2022 Head - External Asset Managers @
- 2014 - 2021 Founder @
- 2012 - 2014 Chief Executive Officer @
- 2009 - 2012 Executive Director @
- 2007 - 2009 Director @
- 2005 - 2007 Senior Vice President @
- 2002 - 2004 Head of Investments @
Srikanth V Education
- ICFAI Business School
PGDBA (Finance & Marketing)
1996 - 1998 - Loyola College
Bachelor's Degree (Mathematics, Physics and Statistics)
1991 - 1994
Srikanth V Skills
- Wealth Management
- Investments
- Leadership
- Portfolio Management
- Equities
- Capital Markets
- Derivatives
- Mutual Funds
- Banking
- Valuation
- Wealth Management Services
- Hedge Funds
- Financial Markets
- Mergers & Acquisitions
- MIS
- Corporate Finance
- Investment Advisory
- Investment Banking
- Strategic Financial Planning
- Equity Research
- Private Banking
- Trading
- Business Strategy
- Retail Banking
- Financial Advisory
- Team Management
- Asset Management
- Financial Analysis
- Alternative Investments
- Insurance
- Fixed Income
- Risk Management
- Private Equity
- Investment Strategies
- Commodity
- Structured Products
- Credit
- Cross Selling
- Business Development
- Relationship Management
- Securities
- Financial Modeling
- Financial Services
- Financial Planning
- Sales
- Entrepreneurship
- Marketing
- Management
- Mergers and Acquisitions
- Business Relationship Management
Srikanth V Summary
- Srikanth V, based in Mumbai, MH, IN, is currently a Co-Founder and CEO at Neo Wealth Partners. Srikanth V brings experience from previous roles at Neo Wealth and Asset Management, Edelweiss Wealth Management, BridgeMonte Advisors Pvt. Ltd. and Motilal Oswal Wealth Management Pvt LTD. Srikanth V holds a 1996 - 1998 PGDBA in Finance & Marketing @ ICFAI Business School. With a robust skill set that includes Wealth Management, Investments, Leadership, Portfolio Management, Equities and more. Srikanth V has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Neo Wealth Partners Employees
Maneesh Mittal
Founding Member
Gurugram, HR, IN
Arun Paul
Managing Partner
Mumbai, MH, IN
Kamal Dugar
Founding Member
Mumbai, MH, IN
Faraaz Shah
Partner
Delhi, India
Subhajit Bhattacharjee
Founding Partner
Mumbai, MH, IN
Richa Gupta
Vice President
Bengaluru, KA, IN
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