Ranjith Gowda

Associate Partner

Mumbai, Maharashtra, India7 yrs 5 mos experience
Highly Stable

Key Highlights

  • Over 8 years of experience in wealth management
  • Expertise in financial planning and investment advice
  • Proven track record in managing high net worth clients
Stackforce AI infers this person is a Wealth Management expert with strong financial advisory skills.

Contact

LinkedIn

Skills

Core Skills

Wealth ManagementFinancial PlanningAdvisory ServicesSalesClient ManagementFinancial Advisory

Other Skills

Corporate AcquisitionsESOP FinancingEstate PlanningTreasury ManagementBudget PlanningTaxation PlanningRetirement PlanningWealth CreationCorporate WealthPrivate EquityInsuranceRevenue GenerationClient Relationship ManagementTrading IdeasStock Market Knowledge

About

Experienced and driven wealth manager with over 8 years of experience providing clients with optimal assistance with Financial planning, investment advice, and overall support managing clients finances. Driven and detail-oriented with the ability to thrive in high pressure environments. I'm passionate in world of finance have good experience in sales,team handling, communication,equity market and third party product revenue generation. I'm optimist individual and team player suitable for career opportunities in wealth management field which aling with my skills and would enable me to showcase my talents.

Experience

Nuvama wealth

4 roles

Assistant Vice President

Promoted

Dec 2025 – Present · 4 mos · On-site

  • In my new role, I’ll be focusing on corporate acquisitions while continuing to support family office’s and High net worth clients through ESOP financing, Estate planning,treasury management and wealth management, helping accumulate and grow AUA.
Corporate AcquisitionsESOP FinancingEstate PlanningTreasury ManagementWealth ManagementFinancial Planning

Senior Manager

Promoted

May 2024 – Dec 2025 · 1 yr 7 mos · On-site

  • I specialize in ESOP financing and wealth management for CXOs of leading corporates, along with providing comprehensive financial planning solutions tailored to their goals.
ESOP FinancingWealth ManagementFinancial Planning

Manager

Promoted

Dec 2023 – May 2024 · 5 mos · On-site

  • ESOP financing, Wealth management, Budget planning,Taxation planning and Retirement planning.
ESOP FinancingWealth ManagementBudget PlanningTaxation PlanningRetirement PlanningFinancial Planning

Assistant Manager

Dec 2022 – Nov 2023 · 11 mos · On-site

  • Wealth creation,Corporate wealth,Fixed income,AIF, Advisory services, NCD, Gold sovereign bond, Debentures, PMS,Private equity, Structure products, Insurance and wealth management.
Wealth CreationCorporate WealthAdvisory ServicesPrivate EquityInsuranceWealth Management

Motilal oswal financial services ltd

3 roles

Sales Team Leader

Promoted

Dec 2019 – Dec 2022 · 3 yrs

  • 1.Ensuring Generation of Revenue from Fintech Investment Product selling and Generating
  • Brokerage Revenue by Providing Trading Ideas to Clients.
  • 2.Maintaining Relation with Business Partners and Clients to get Business and ensure Customer
  • Satisfaction.
Revenue GenerationClient Relationship ManagementTrading IdeasSalesClient Management

Financial Advisor

Oct 2018 – Dec 2019 · 1 yr 2 mos

  • 1.Providing proper knowledge about the Stock market to clients to help them take proper
  • decisions in Trading and Investing.
Stock Market KnowledgeClient EducationFinancial Advisory

Management Intern

Jun 2018 – Oct 2018 · 4 mos

  • Training onboarding client about trading and investment.
Client OnboardingTraining

Education

University of Mumbai

Postgraduate diploma in financial management (PGDFM) — Finance and Financial Management Services

Jan 2019 – Jan 2020

L S Raheja College of Arts and Commerce

Bachelor of management studies (BMS)

Jan 2015 – Jan 2018

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