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Anupam Sharma · Client Associates · Gurugram, Haryana, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
NISM XXI-A, NISM X-A, NISM X-B, NISM V-A, NISM V-C, CFA-Investment Foundation Program, Life Insurance and General Insurance Certified Professional with 19 years of experience in Multi Family Office, Wealth Advisory, Private Banking, Channel Sales (Wealth counters, NDs, Banks & IFAs), Corporate Sales, Retail Sales. Demonstrated prowess in commercial, communication, training, presentation & analytical skills with proven abilities in team and relationship management with Channel Partners, Clients, Colleagues & Principles. Effectively worked with teams in dispersed geographies & have gained immense network across industry.
Experience
Vice PresidentCurrent
Client Associates · Gurugram
Apr 2026 – Present
Family Office Professional, Private CFO & Strategic advisor to UHNIs & Multi Family Offices, dealing in Private Wealth Advisory, Succession Planning, Real Estate Advisory, Investment Banking, Immigration Advisory, Lending & Insurance Solutions
Education
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