Vaishali Garg

Co-Founder

Delhi, India1 yr 8 mos experience

Key Highlights

Expert in portfolio management and financial advisory.
Proven track record in developing lead generation strategies.
Strong analytical skills with experience in investment product analysis.

Stackforce AI infers this person is a Wealth Management and B2B SaaS specialist with strong financial advisory skills.

Contact

Skills

Core Skills

Portfolio ManagementFinancial AdvisorySales Operations

Other Skills

Investment StrategiesFinancial MarketsClient interactionDue DiligenceResearch SkillsDAXMicrosoft Power BIMicrosoft Power QuerySQL Server Management StudioSQLData AnalysisData CleaningStrategyConsultingFinancial Reporting

About

At Nuvama Wealth Management, I work closely with clients on: → Portfolio construction & financial planning → Diversification across asset classes If you’re someone looking to diverse their portfolio with structured products, MLD’s, NCD’s, private equity and debt, bonds etc Feel free to reach out - happy to have a conversation. ✉️gargvaishali1502@gmail.com or vaishali.garg@nuvama.com

Experience

1 yr 8 mos

Total Experience

1 yr 6 mos

Average Tenure

2 mos

Current Experience

Nuvama group

Private Wealth Manager

Mar 2026 – Present · 2 mos · On-site

Manage client portfolios and financial planning across asset classes including Private Equity, AIFs, PMS, Structured Products, Fixed Income, NCDs, Unlisted Shares, Debt- helping investors access exclusive opportunities not available in market, aligned with their financial goals.

Portfolio ManagementFinancial AdvisoryInvestment StrategiesFinancial MarketsClient interaction

Dezerv

Business-NRG

Dec 2025 – Mar 2026 · 3 mos · Saket, Delhi, India · On-site

Algouniversity

Founder’s office

Sep 2025 – Nov 2025 · 2 mos · Hyderabad, Telangana, India · On-site

YCS21, Contract-based
Worked closely with the founder in Business Growth in executing strategic initiatives and scaling user acquisition.

Smc group

Private Product Wealth

Apr 2025 – Aug 2025 · 4 mos · On-site

Track and analyse investment products such as PMS, AIF, Mutual Funds, RIAs, Bonds & NCDs and Unlisted Shares.
Prepared monthly performance report of mutual funds universe and PMS to track top performing funds extracting data from PMSBAZAAR, and using tools similar to bloomberg.
Assisted in Portfolio review of HNI clients under the supervision of my mentor.
Research on macroeconomic trends and drafted market outlook reports with the team.
Assisted in preparation of product and pitch decks which consist of all asset and investment instruments with performance comparison and risk ratios.
Performed a case study on Financial Planning and Product selection which includes contingency planning,risk analysis, investment strategy, retirement planning and cash flow along with tax planning.

Solarad.ai

Founder's Office

Sep 2023 – Mar 2025 · 1 yr 6 mos · Gurugram, Haryana, India · Hybrid

Was in B2B Saas sales
Developed lead generation strategies, identifying high-value clients for solar energy projects.
Generated XXX $ in sales using GTM strategies in international markets
Researched renewable energy trends, producing 10+ research briefs, 50+ newsletters, and 200+ posts.
Utilized tools like Notion, Taplio, Dalle-AI, Hashnode, Lemlist, and Mailchimp,Sales Navigator with proficiency in Microsoft Office to drive results.

Sales OperationsDue Diligence