Vidisha Saini

CFP-certified financial planner with formal credentials in financial planning. fpsb+1

Practices wealth management and financial planning for clients, with experience preparing financial plans, portfolio management for high-net-worth clients, and regular portfolio reviews. arthasarathi+1

Works across investor relations and alternative investments as part of Aarth AIF’s team, serving as a contact for investor inquiries and supporting fundraising and investor communications. aarthaif+2

Broad cross-functional background spanning advisory, relationship management, and business development from internships to specialist roles, reflecting experience in client-facing investment services. rocketreach+2