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Simarjeet Singh Tuli — Executive Director · LGT Wealth India · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Seasoned professional,who at the end of the day, involves making the lives of people seamless with a tech-driven approach to wealth management. Armed with 22+years of experience in the financial services industry, I am serving the needs of my clients by providing tailor-made solutions across portfolio advisory services, corporate-banking, and wealth planning. I take great pride in persistence and diligence, and I love providing financial solutions because I believe that, as a societal tool, it allows individuals to overcome hurdles and accelerate both personal and professional growth. I hold a graduate degree in B.Tech from PTU and an MBA in Marketing from the prestigious KJ Somaiya Institute of Management Studies & Research, Mumbai, India. Over the years, my professional journey has taught me that client service, integrity, and teamwork are challenges that need to be both valued and addressed. I am a strong believer in empowering my clients and investors with technology, valuable and actionable insights that facilitate me and my team at LGT Wealth India, to understand client needs and guide them towards better returns. When I am not empowering the lives of my clients with wealth management and financial advisory skills, I am an avid sportsperson, and you can often find me playing squash,badminton, cricket or travelling with my family. Please feel free to connect with me via LinkedIn. I am always looking forward to an insightful conversation over a cup of coffee-**my opinions are personal and not influenced by the views of the organisation**
Experience
Executive DirectorCurrent
LGT Wealth India · India
Jan 2023 – Present
Seasoned professional with more than 19 years of post-qualification experience in Investment Analysis, Portfolio Management & Client Relationship Management. Thorough understanding of Indian and Global financial markets and extensive exposure to Equities, fixed income, alternate assets, structured products, and lending solutions. Firm believer in providing tailor-made solutions across portfolio advisory services, corporate-banking, and wealth planning-**my opinions are personal and not influenced by the views of the organisation**
Senior Vice President
Validus Wealth · Mumbai, Maharashtra, India
Nov 2018 – Aug 2022
Working with Family offices, entrepreneurs, senior corporate executives, and accomplished professionals in understanding their need and vision through “Client First” approach. Demonstrated strong Investment advisory skills based on client profile, product suitability, and a balanced approach to build long-term client relationships.
Education
Skills
Recent activity
60/40 still holds true albeit DMs diminishing yield...sanity shall prevail over impetuous riders in unprecedented times of infinite QE.
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