Laxmi Gupta — Business Development Executive
With over 7+ years of experience in investments and marketing, I bring a balanced perspective that combines market expertise with client-centric advisory. Beyond my professional journey, my core purpose is to empower individuals to make informed financial decisions and achieve their long-term financial goals. I strongly believe that financial awareness is the foundation of wealth creation, yet many remain unaware of the wide range of financial instruments available today. My mission is to bridge that gap through clarity, education, and personalized guidance. Feel free to connect with me anytime at 9167555773 to discuss your financial aspirations.
Stackforce AI infers this person is a Financial Services expert with a focus on wealth management and client advisory.
Location: Mumbai, Maharashtra, India
Experience: 7 yrs 8 mos
Skills
- Financial Advisory
- Wealth Management Services
Career Highlights
- 7+ years in investments and marketing
- Expert in financial advisory and wealth management
- Passionate about empowering financial decision-making
Work Experience
Fintoo
Senior Wealth Manager- Private Wealth (1 yr 9 mos)
Way2Wealth Brokers Private Limited
Senior Relationship Manager (2 yrs 10 mos)
Financial Hospital
Investment Advisor (4 yrs 10 mos)
Education
Bachelor of Commerce - BCom at R. D. National College
Business/Commerce at Sheth Anandilal Podar High School
