Over a decade with Nuvama Wealth has shaped my leadership in financial services, where strategic planning and client service excellence are cornerstones of my role as Branch Manager. We've cultivated a team that thrives on delivering personalized investment solutions, mastering risk management to ensure our high-net-worth clients' financial success.
At the heart of our branch's achievements is dedication to expanding our client base through meticulous market analysis and portfolio management.
Core Expertise
Financial Analysis
Investment Advisory Services
Wealth Management
Portfolio Management
Leadership
Assistant Vice President
Nuvama Wealth
Leading branch operations in Siliguri since November 2025, driving superior client service and business growth.
Team Leadership
Mentoring high-performing wealth advisors to deliver exceptional results for HNI clients.
Strategic Growth
Executing strategic plans to achieve sales targets and expand client base through market analysis.
Branch Manager Excellence
From April 2019 to November 2025, I had the privilege of leading Nuvama Wealth’s Siliguri branch, building a strong growth trajectory and delivering meaningful value to clients.
Operations Management
Lead and manage branch operations, ensuring superior client service and business growth across all touchpoints.
Team Development
Mentor and supervise a high-performing team of wealth advisors, fostering excellence and professional growth.
Strategic Execution
Develop and execute strategic plans to achieve sales targets and expand client base systematically.
Portfolio Oversight
Oversee portfolios for HNI clients, offering personalized financial solutions tailored to individual goals.
Career Journey
Senior Wealth Advisor
2014 – 2019
Managed investment portfolios for HNI clients, focusing on equity derivatives, mutual funds, and PMS. Provided expert advice on market trends and opportunities, ensuring optimal returns for clients.
Built and nurtured long-term client relationships through dedicated service and regular communication.
Investment Expertise
Equity Derivatives
Expert management of complex derivative instruments to maximize returns while managing risk for high-net-worth portfolios.
Mutual Funds
Strategic allocation across diverse mutual fund categories to build balanced, growth-oriented investment portfolios.
Portfolio Management
Comprehensive PMS solutions tailored to individual client goals, risk profiles, and market opportunities.
Fixed Income & Structured Products
Designing customized fixed-income and structured investment solutions to deliver stable returns, capital protection, and income efficiency for HNI portfolios.
Alternative Investments
Providing access to AIFs, PMS, private equity, and other non-traditional assets to enhance diversification and improve risk-adjusted returns.
Wealth Planning & Risk Advisory
Holistic wealth planning integrating investments, insurance, and risk management to protect, grow, and transfer wealth efficiently across generations.
Credentials
Professional Certifications
NISM Series XV
Research Analyst Certification from National Institute of Securities Markets, demonstrating expertise in securities research and analysis.
NISM-Series-VIII
Equity Derivatives Certification from National Institute of Securities Market.
NISM-Series-V-A
Mutual Fund Distributors Certification from National Institute of Securities Market.
NISM-Series-XXI-A
Portfolio Management Services (PMS) Distributors Certification from National Institute of Securities Market.
Core Competencies
11+ Years Experience
Over a decade of excellence in wealth management and financial services.
100% Client Focus
Dedicated to delivering personalized solutions for high-net-worth individuals.
3 Top Skills
Financial Analysis, Investment Advisory, and Wealth Management expertise.
Location & Reach
Based in Siliguri
Operating from Siliguri, West Bengal, India, serving clients across the region with comprehensive wealth management solutions.
Contact Information
Phone: 7797042244
Email: pradipg1983@gmail.com
Let's Connect
Ready to discuss your wealth management needs? With over 11 years of experience at Nuvama Wealth and NISM Research Analyst certification, I'm committed to delivering personalized investment solutions that drive your financial success.