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 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Srikanth V
Srikanth A
Sr Business Development Manager
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Subhajit Bhattacharjee
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Nitin Patnia
Founding Partner
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Priyanka Shukla
Managing Partner
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