Somanna M B

Experienced and client-focused Senior Manager at Motilal Oswal Financial Services Ltd, with a strong background in wealth management, financial planning, and investment advisory. With over 10 years of experience in the financial and service sector, I specialize in crafting personalized investment strategies, guiding HNIs and corporate clients through diversified portfolios including equities, mutual funds, PMS, alternative investments, and insurance solutions.

Driven by a deep commitment to client success, I focus on building long-term relationships based on trust, transparency, and performance. I aim to add tangible value to portfolios while aligning with personal and business financial goals.

Key strengths include:

Wealth management & portfolio structuring

Client acquisition & relationship management

Alternative investments & risk diversification

Retirement & succession planning

Team leadership and business development

Let's connect to explore how I can support your financial journey and wealth creation goals.