Parag Dhamija — CEO
With over 12 years of experience in the wealth management and financial sales industry, I am a Senior Partner Private Wealth at Nuvama Private, a leading boutique wealth advisory firm. I hold advanced certifications from CIEL, NISM, and NSE, and have expertise in mutual funds, direct equity, portfolio management services, financial planning, and sales. At Nuvama Private, I provide customized and holistic wealth management solutions to high net worth individuals, ultra high net worth individuals, corporates, and family offices. I have successfully built and managed a portfolio of over 200 clients, with assets under management exceeding 500 crores. I have also contributed to the business development and client retention strategies of the firm, by leveraging my strong network and relationship skills. My mission is to help my clients achieve their financial goals and aspirations, by delivering exceptional service and value.
Stackforce AI infers this person is a Wealth Management expert with a strong focus on financial advisory for high net worth individuals.
Location: Central Delhi, Delhi, India
Experience: 12 yrs 10 mos
Skills
- Wealth Management
- Financial Planning
Career Highlights
- Over 12 years in wealth management and financial sales.
- Managed a portfolio exceeding 500 crores with 200+ clients.
- Expertise in financial planning and client retention strategies.
Work Experience
Nuvama Private
Senior Partner Private Wealth (2 yrs 1 mo)
HDFC Bank
Senior Wealth Manager (6 yrs 4 mos)
The Futuredge
Sr Executive (2 yrs 5 mos)
Nippon Audiotronix Pvt. Ltd.
Executive Engineer (1 yr)
Havells India Ltd
Graduate Engineer Trainee (1 yr)
Rural Electrification Corporation Ltd.
Trainee (1 mo)
Education
Master's degree at National Institute of Securities Markets (NISM)
Bachelor of Technology (B.Tech.) at Guru Gobind Singh Indraprastha University
at DLDAV MODEL SCHOOL, SHALIMAR BAGH
Investments and Securities at National Institute of Securities Markets (NISM)
