Shreyans Bothra

Background

About Shreyans Bothra

With over 15 years of cross-functional experience in personal finance, sales, marketing, and human resources, I am passionate about empowering individuals to achieve financial independence through disciplined planning and tailored investment strategies. Currently, as Vice President – Sales & Review at SubhShanti Wealth, I lead teams in client acquisition, portfolio review, and relationship management, driving both business growth and client satisfaction. My background in HR and business development enables me to build strong, trust-based client relationships and mentor high-performing sales professionals. Key strengths include- Strategic sales leadership in mutual funds and alternate investments - Deep expertise in portfolio analysis, risk assessment, and client retention - Proven track record in building scalable, client-centric financial processes - Collaborative approach to team training and development I believe that trust, knowledge, and empathy are the pillars of every successful wealth journey. Let’s connect if you share my passion for making a positive impact in the world of personal finance or are interested in exploring mutually beneficial opportunities.