Priyanka Vora, CWM®️

Co-Founder

Ahmedabad, Gujarat, India7 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in empowering financial confidence.
  • Specialized in wealth management and financial planning.
  • Co-founder of a leading Fin-Tech company.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial planning.

Contact

Skills

Core Skills

Wealth Management ServicesFinancial Planning

Other Skills

Financial ServicesInvestmentswealth creationMutual FundsPrivate EquityBondsequitysystematic investment planSalesLead Generation

About

“Money doesn’t buy happiness”? Not true. It absolutely does, when used right. When you: ↪️ Plan your goals with clarity ↪️ Save enough for a stress-free retirement ↪️ Navigate emergencies without panic ↪️ Fulfill lifelong dreams without financial guilt That’s when money becomes a tool for freedom and happiness. Not a source of stress. I’m not saying money is everything. It’s not. But smart financial planning? That compounds your peace of mind, just like it compounds your portfolio. Over the past decade, I’ve helped clients live with more financial confidence through: 🟢 Portfolios that grow while you sleep 🟢 Thoughtful planning that goes beyond returns 🟢 Risk strategies that safeguard your future 🟢 And financial systems that let you live fully today My purpose is to help professionals and families make wealth-building simpler, smarter, and more aligned with their life goals. This mission fuels everything I do at Affluent Fin-Tech, and I’m not stopping until financial stress becomes a thing of the past. Want to connect? DM on LinkedIn or reach out at priyanka.vora@affluentfintech.com

Experience

7 yrs 10 mos
Total Experience
2 yrs 7 mos
Average Tenure
4 yrs 5 mos
Current Experience

Affluent fin-tech

Co-Founder

Nov 2021Present · 4 yrs 5 mos · Ahmedabad · On-site

Financial ServicesInvestmentsWealth Management ServicesFinancial Planning

Birju acharya imf pvt ltd

2 roles

Relationship Manager

Nov 2020Oct 2021 · 11 mos · India

Head Of Operations

May 2019Nov 2020 · 1 yr 6 mos · India

Jinen fincap

Senior Sales Executive

Apr 2018Apr 2019 · 1 yr · Ahmedabad Area, India

  • Senior sales executive

Education

AMERICAN ACADEMY OF FINANCIAL MANAGEMENT

CHARTERED WEALTH MANAGER®️

Jan 2022Nov 2022

GLS University

Bachelor of Business Administration - BBA

Jan 2015Jan 2018

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