SMC Private Wealth
Vivek Agarwal is a seasoned professional in wealth management with extensive experience in the financial services industry. Currently serving as Vice President of Wealth Management at SMC Private Wealth since September 2022, Vivek previously held the position of Assistant Vice President at ICICI Securities from May 2011 to August 2022, where responsibilities included enhancing client experiences and leading high-net-worth acquisition initiatives. Prior to that, Vivek was the General Manager of Business Development at BLB Limited from March 2005 to April 2011, focusing on business strategy and market analysis. Vivek's educational background includes a Post Graduate Diploma in Planning and Entrepreneurship from the Indian Institute of Planning and Management and a Bachelor of Engineering in Mechanical Engineering from Nagpur University.
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SMC Private Wealth
SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Its dedicated Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The Private Wealth solutions at SMC cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions. Our team is vastly experienced and enjoys an unblemished record of managing wealth through varied formats. Their well thought of and carefully deliberated tips on risk management ensure minimal losses during market fluctuation and sense opportunities in undervalued market. Hands-on research and valuation disciplines, combined with prudent diversification are key elements of our approach to risk management. Our research team at SMC Private Wealth continuously track the market dynamics and liquidity flow to keep abreast of the changes and seek new opportunities to implement the best wealth ideas.