Prerana Invited Talk – Mr Vijay Kumar

‘Integrity, Situational Awareness, Financial Knowledge, Investing Experience, Credibility in the Market and Network with Financial Professionals, are the core qualities for a wealth manager. Often wealth management is linked to the financial stream, but it is a blended combination of finance and sales’ thus said Mr. Vijay Kumar, Alumnus of PGDM 2009-21 Batch and Independent Financial Advisor and Wealth Manager, on February 3, 2023 at SDMIMD. 

 

Mr Vijay said that the with the increase in the global wealth the private wealth sector is showing significant growth. The role of private wealth manager is becoming more relevant and significant to navigate the complexities of financial markets for the individual investors. 

 

The talk introduced the students on campus about this avenue and how they have to prepare themselves to enter this domain.