Saumya Bader — Business Development Manager

Hi Everyone, I am Saumya Bader, a Chartered Accountant with a love for public speaking, running and trying new things. In the next journey of my career I am now a wealth manager at Oswal Dhan Private Limited. In my new role, I get to interact with HNI's, professionals and corporates to understand their financial requirements, customizing investment plan for them, seamlessly executing it through our tech platform and reviewing the portfolio anywhere with our app. Through conversations with several startup founders, we realized that managing finances often takes a backseat as startups focus on building their product or service. We have now added startups in our client bucket aiming to provide flexible treasury solutions to help startup manage their cashflows, earn optimal returns (better than bank FD) and provide a one stop solution for all their investment and liquidity needs for a startup. Ping me if you are an individual looking to start your financial journey or startup looking to invest their surplus cashflows. In the 5 years of my post qualification experience I have worked 3.5 years in treasury & business finance role in various locations in Larsen & Toubro- Power Transmission & Distribution Division, as associate consultant in Transaction Advisory Services at Experge Consulting majorly working in business advisory, succession planning and business restructuring. I also have a podcast named "Economic Charcha- Insights on India" in which I demystify the world of Economics one episode at a time. You can watch it on the below link. https://open.spotify.com/show/30LReM6LnoLTWY8QH2GfK7?si=yolpCt0VTd2YNZn5rBSQQg

Stackforce AI infers this person is a Wealth Management and Financial Advisory expert with a focus on startups and corporate finance.

Location: Ahmedabad, Gujarat, India

Experience: 8 yrs 11 mos