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Nikhil Goel
About
Nikhil Goel is an experienced Senior Investment Representative with a strong background in investment management. With over 14 years of relevant experience, Nikhil has honed his skills in portfolio management, risk management, time management, leadership, and ethical decision making. He is currently working as an Associate Analyst at Artesian Asset Management, where he provides valuable insights and recommendations to clients. Prior to his current role, Nikhil has worked with several reputed organizations, including CIBC and ICICI Prudential Life Insurance Company Limited. As a Sr. Investment Representative at CIBC, he was responsible for managing a premium edge portfolio and providing investment advice to high net-worth clients. At ICICI Prudential Life Insurance Company Limited, he worked as a Financial Services Consultant, where he helped clients with financial planning and wealth management. Nikhil has a PG in Financial Planning and Wealth Management from Lambton College, where he focused on finance and financial management services. He also holds a Bachelor of Commerce degree in Accounting and Finance from Delhi University. With his strong educational background and relevant experience, Nikhil has developed a deep understanding of the investment management industry. Nikhil is a skilled professional who is committed to delivering exceptional results. He has a proven track record of building strong relationships with clients and providing them with customized investment solutions. With his expertise in portfolio management and risk management, Nikhil is well-equipped to help clients achieve their financial goals. He is a strong support professional who is dedicated to providing the highest level of service to clients.
Education Overview
• lambton college
• delhi university
Companies Overview
• cibc
• artesian asset management
• icici prudential life insurance company limited
• goyal mintri associates
• veena pustakalaya
Experience Overview
10.8 Years
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