Aditya Samant Kapoor
South Delhi, Delhi,India
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Aditya Samant Kapoor is a seasoned Chartered Wealth Manager (CWM®) dedicated to providing comprehensive financial planning and wealth management solutions. With over a decade of experience in the financial services industry, Aditya specializes in crafting personalized investment strategies for high-net-worth individuals, families, and business owners. His expertise encompasses portfolio management, retirement planning, risk assessment, estate planning, and tax optimization. Aditya is committed to a client-first philosophy, focusing on understanding unique financial goals and delivering tailored advice to help clients achieve long-term financial security and growth. He stays abreast of market trends and regulatory changes to ensure his clients receive informed and effective guidance.
Professional Summary
Aditya Samant Kapoor's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Chartered Wealth Manager (CWM®) Designation
Successfully earned the prestigious CWM® designation, demonstrating advanced knowledge and proficiency in wealth management, financial advisory, and ethical practices as recognized by the American Academy of Financial Management (AAFM) or a relevant accredited body.
Decade of Dedicated Client Service
Over 12 years of experience in guiding clients through complex financial landscapes, building lasting relationships based on trust, transparency, and consistent results in wealth preservation and accumulation.
Expertise in Bespoke Financial Strategies
Recognized for developing and implementing customized financial plans and investment portfolios that align with diverse client objectives, risk tolerances, and life stages.
Educational Background
MBA, MARKETING
IBS Hyderabad - Year 2007
CWM, Finance and Financial Management Services
AAFM - Year 2019
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Company Overview
Axis BankAxis Bank is the third largest private sector bank in India offering a comprehensive suite of financial products. The bank has its head office in Mumbai, Maharashtra. It offers services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. As of March 31, 2023, the Bank had a network of 4,903 domestic branches and extension counters situated in 2,702 centres, and 15,953 ATMs and cash recyclers spread across the country.
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