Ashok S

Ashok S is a seasoned wealth management professional with extensive experience in client relationship management and investment strategies. They have served as AVP at a confidential firm from 2014 to 2021, managing a self AUM of 750 crores across 95 customers and focusing on various wealth products. Currently, Ashok is a VP at First Global, specializing in PMS and AIF sales. Previously, they worked at HDFC Bank as a Relationship Manager from 2006 to 2010 and as a Senior Financial Service Representative at CIBC from 2010 to 2014. Ashok is also pursuing a Certified Business Banking degree at AMFI.