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Akanksha Gupta
Work history
Green Oak Assets
Investment Operations ManagerCurrentARVO Wealth
ManagerAxis Bank
Branch Relationship OfficerNov 2021 - May 2022 (6 months)ICICI Bank
Deputy ManagerJan 2020 - Jun 2021 (over 1 year)ICICI Bank
PRIVILEGE BANKERSep 2019 - Oct 2019 (about 1 month)
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Description
We work on 100% open architecture model with highest quality of professional partnership becoming CFO for client on helping on personal wealth. We are committed to managing our client's wealth efficiently, effectively and innovatively. It is by design that our Client-to-RM ratio is nearly one- tenth of large service providers enabling us to provide high level of attention and customized offering to each client. Our client profile consists of CEOs, CXOs, successful professionals and entrepreneurs. Integrity, Competence and professionalism are the three most important guiding principal we have.
Company phone+919811998579
Company websitegreenoakassets.com
LocationGurugram, Haryana, India
Industryfinancial services
Employees6
Founded at2022
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