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Senior Wealth Manager

Mansi Parikh

WealthFirst Hall of Fame

10+ years of experience in financial markets & investment strategies.
Key role in internal and external stakeholder management
Pivotal in getting WealthFirst listed on recognized stock exchanges.

Biography

From pitching ideas to renowned prospective clients to RIA model introductions to presenting tax planning to internal and external stakeholders, my responsibilities at WealthFirst have helped me fine-tune my keen understanding of the financial markets. I have also played an active role in listing the of the organization along with other companies on recognized stock exchanges. Each day at WealthFirst, I bring in my unique combination of dedication, determination, and diligence in ensuring the utmost safety and guaranteed growth of your financial assets through careful investment planning. My skills as a senior wealth manager have been lauded by our top tier clientele not to mention numerous other HNIs and trust clients, and I continue to strive towards rendering expert services in the domain of wealth management, where I possess more than 10 years of experience.