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People · Asset Managers · Finance & Operations
Regional Head || Wealth Management || Advisory || HNI/UHNI || Family Office
Regional Head Wealth Management · Purnartha PMS
Danish Afsar — Regional Head Wealth Management · Purnartha PMS · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
"Experienced Sales Professional in the capital markets industry with a proven track record in Customer Acquisition, Wealth Management, and Investment Advisory. MBA graduate and completed EPBFS certification course from IIM Calcutta, I bring a wealth of knowledge in securities markets, complemented by certifications such as NISM Series V-A (Mutual Fund), NISM VIII (Derivatives), NISM 21A (PMS), NISM 10A (Equity Advisory).
My skills encompass Customer Relationship Management (CRM), Market Research, and a deep understanding of financial instruments. I thrive in dynamic environments, leveraging my expertise to drive results and provide strategic insights for clients.
Committed to continuous learning and staying ahead of industry trends, I am passionate about contributing to the success of both clients and organizations".
Experience
Regional Head Wealth Management