Top 10 Women Wealth Management Consultants In Asia -2023

Everyone Knows the Price, Right ones knows the Value

As we all knows, wealth is not about having all the money but having all options, and choosing the right option entails right management. Mostly, people put in a large amount of money for their savings to accumulate the capital with the motive to get financial security but most of them lack proper strategy and management of money, which creates a large gap in overall profit. And here on wealth management slip into the frame. It plays a crucial role in handling financial matters. The proper advisory of wealth management helps creating a financial plan through which assets can be utilized in such a way that almost all the financial objectives are met. The advisory also ensures that the money invested keeps compounding either through sound investment policy or effective tax planning. Moreover, they help client understand exactly what is going on in their account by specifying the reason behind it.

Eliminate Financial Stress with Wealth Managers

The work suits in the hands of the one skilled to do it, hence it is worthless to break our heads in something which is not our cup of tea, rather than hand it over to professionals. Without proper wealth management and financial strategies, it is extremely difficult to meet actual goals. It is important to identify and understand personalized financial strengths and challenges before making any financial strategies. Proper Financial strategies help in building the strengths and in identifying the obstacles. The experts involved in wealth management help in implementing the plan into action and also monitor its progress periodically.

Women Wealth-managers

In the 21st century, women are equipped with a willingness to take up tasks that were considered the men’s business before and breaking gender stereotypes. Now they have equal rights and access to education and they are openly venturing in any field they want to operate on. Today, women (whether early career professionals, experienced leaders or women returning to the workforce) are choosing wealth management for its emerging opportunities and the strategic excellence they possess to develop and thrive in this career path, on their own terms. A recent report by Boston Consulting Group documented that women now control 32 percent of the world’s wealth and this will rise at a compound annual growth rate of 5.7 percent to $97 trillion by 2024.

In this issue, the Women Entrepreneur magazine brings a list of ‘Top 10 Women Wealth Management Consultants in Asia – 2023’, who are domineers of change in the corporate realm of the country. This list of ten leading and inspiring women is crafted by a team of CEOs, VCs, and the editorial board, delivering inspiring stories of their journey and the contributions & roles played by them in the creation and empowerment of an economically powerful nation.

  • 360 One Wealth
  • Anupama Sharma

  • Leverages 22 years of extensive experience in wealth management with a wide range of expertise in the wealth advising division

1
  • Armstrong Capital Advisory
  • Manju Mastakar

  • A Finance Professional with over two decades of experience in managing Investments and skilled in Investments, Equities and Portfolio Management

2
  • Merz Aesthetics
  • Mansi Shah

  • A startup CFO establishing the core financial processes, reporting requirements, business intelligence dashboards and positive cash flows

3
  • Rudo Wealth
  • Masooma Elahi

  • She makes investment a fun process and helps new earners build their wealth with ease by conceptualising and implementing effective marketing strategies for the business by setting real time objectives

4
  • Moolah for Women
  • Meeta Gupta

  • A seasoned project and structured finance specialist and credit risk assessment professional with robust strategy driven experience

5
  • Tarrakki
  • Shaily Shah

  • She is focused to provide an embedded infrastructure for wealth management products to various banking and financial services institutions in India

6
  • Ormand Corp
  • Sharon Sim

  • She has over two decades of capital markets and wealth management experience, including advising global institutional asset managers

7
  • Stack
  • Smriti Tomar

  • Through her firm she makes expert managed investment strategies, diversified asset classes and portfolio management accessible for retail investors

8
  • Sophia
  • Tanya Rolfe

  • Engaged in teaching women towards gaining control of their personal finances and also addresses the gender wealth gap and the gender investing gap

9
  • Hervalue
  • Yin Ge

  • A legal expert on Cross-border Investment Management & Financial Services

10