Tanvi Goyal

Co-Founder

South Delhi, Delhi, India16 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

15+ years of experience in wealth management.
Founder of Wealth Aware, specializing in HNI advisory.
Empowering women through financial education initiatives.

Stackforce AI infers this person is a Wealth Management Expert with a focus on high-net-worth individuals and financial education.

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Skills

Core Skills

Wealth ManagementFinancial Advisory

Other Skills

Strategic asset allocationRisk managementWealth preservationClient relationship managementFinancial educationAnalytical Bent of MindPublic SpeakingCustomer Relationship Management (CRM)CommunicationMotivational SpeakingBusiness DevelopmentCoachingMagazinesEntrepreneurshipIndependence

About

With 15+ years of experience managing high-net-worth portfolios, I help power couples and family offices grow, preserve, and optimize their wealth. As the founder of Wealth Aware, I specialize in strategic asset allocation, risk management, and legacy planning. My passion also extends to financial education, empowering women to take control of their wealth through Wealth Aware Women. 🔹 ₹100 Cr+ AUM Managed 🔹 Expert in Capital Markets & Wealth Structures 🔹 Private Advisory for HNIs & Power Couples 🔹 Keynote Speaker | MSc Finance (UK) 📩 For Private Wealth Advisory, DM or Email: https://www.instagram.com/wealthawaretanvi tanvi@wealthaware.in

Experience

Wealth aware

Founder

Apr 2017 – Present · 8 yrs 11 mos · New Delhi, Delhi, India · Hybrid

Wealth Aware is a Wealth Management Firm serving HNI families, founded by Tanvi Goyal — an ex-Private Banker with a proven track record of managing million-dollar portfolios at leading private banks in New Delhi. Tanvi holds an MSc in Finance from the United Kingdom and a B.Com (Hons) from Shri Ram College of Commerce (SRCC).
We offer personalized, discreet, and strategic financial advisory services to high-net-worth individuals and families, ensuring long-term wealth preservation and growth.
👉 Book your FREE Awareness Call with Ms. Tanvi Goyal or a senior advisor from our team to explore if we’re the right fit for your wealth management needs:
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Strategic asset allocationRisk managementWealth preservationFinancial advisoryWealth ManagementFinancial Advisory