Rohit Anand

Co-Founder

Delhi, India11 yrs 4 mos experience
Highly Stable

Key Highlights

  • Over a decade of experience in wealth management.
  • Founder of Insights Capital, focusing on diverse investment solutions.
  • Expertise in customer-centric financial planning.
Stackforce AI infers this person is a Fintech expert with a strong focus on wealth management and investment strategies.

Contact

LinkedIn

Skills

Core Skills

Wealth Management ServicesFinancial Planning

Other Skills

banking productscustomer serviceMutual FundsChartered Financial AnalystFinancial ServicesFinancial MarketsFinancial AdvisoryInvestmentsFinTechCustomer Relationship Management (CRM)Customer SatisfactionCustomer RetentionCustomer SupportCustomer InsightCustomer Experience Management

About

With over a decade of experience, my journey has led me to establish Insights Capital, where our mission aligns with providing a comprehensive investment solution across various asset classes. My expertise in wealth management services and MBA credential empower me to offer tailored financial planning. At Insights Capital, we champion customer experience, ensuring our values and goals resonate with our clients' aspirations. Previously, as a Wealth Manager, I honed my skills in financial products and customer service. This role was instrumental in shaping my customer-centric approach and deepening my understanding of wealth management. Now, at Insights Capital, I leverage this rich background to guide our clients through the intricacies of investment, fostering trust and financial success.

Experience

Self employed

2 roles

Venture Capitalist

Mar 2025 – Present · 1 yr 1 mo

  • Invest in companies worth investing

Founder

Mar 2024 – Present · 2 yrs 1 mo

  • One stop solution for investment across various asset classes.

Bank

Private Banker

Dec 2014 – Mar 2024 · 9 yrs 3 mos

  • Worked as private banker for UHNI and HNI. Self Learned about banking products, financial planning, customer service.
  • I was also part of NRI (Non Resident Indian) team for a brief period, working as NRI wealth manager and NRI product manager.
banking productsfinancial planningcustomer serviceWealth Management ServicesFinancial Planning

Education

Edge Hill University, United Kingdom

Master of Business Administration - MBA

Dec 2014 – Present

Amity University, Noida

Bachelor's degree — Computer Science

Don Bosco Academy, Patna

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