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Vivek Sharma

Investment Specialist at Dezerv

Vivek Sharma is an experienced investment specialist currently employed at Dezerv since June 2023. Prior to this role, Vivek held positions at ICICI Bank from September 2021 to June 2023, focusing on wealth management as an Affluent Wealth & Trade Relationship Manager. Additionally, from September 2017 to September 2021, Vivek worked at Axis Bank as a Priority Relationship Manager and Priority Service Relationship Manager. Educational qualifications include a Business Analyst degree in Business Analytics obtained from Simplilearn (May 2021 - May 2022), a Post Graduation Diploma in Banking Services from Manipal Academy of Higher Education (September 2016 - September 2017), and a Bachelor's Degree in Business Administration and Management from Harishankar Shukla College (2012 - 2015).

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Dezerv

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Get your portfolio #ReviewedByExperts. Download Dezerv Wealth Monitor now. Dezerv is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. Since inception, our clients have trusted us with over 2000+ crs of their assets. At Dezerv, we aim to deliver: - Comprehensive assessment of your investment portfolio from India's leading investment experts - Diversified portfolios to help you create long-term wealth using scientific allocation strategies - Day-to-day active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund portfolio from investment experts.


Headquarters

Mumbai, India

Employees

51-200

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