PL Capital Group (Prabhudas Lilladher) has named Abhinav Verma, CFP, CWM, as its new Director, marking a significant milestone in his professional journey within the wealth management and financial advisory landscape. With more than a decade of experience in investment planning, wealth advisory, and financial consulting, Abhinav brings a strong track record in developing client-focused investment strategies and accelerating portfolio performance. In his new role, he will be responsible for enhancing the firm’s wealth management capabilities, deepening client relationships, and leading strategic initiatives aimed at elevating PL Capital Group’s advisory excellence.
Before joining PL Capital Group, Abhinav served as AVP – Wealth Management at Sanctum Wealth, where he advised high-net-worth individuals on end-to-end wealth solutions and multi-asset portfolio strategies. His expertise in tailoring investment plans to diverse financial goals helped strengthen client outcomes and reinforced his reputation as a trusted advisor. His earlier professional chapters include key roles at Axis Bank, Client Associates, and Hum Fauji Initiatives, where he refined his understanding of financial planning, investment advisory, and customer engagement. These experiences contributed to his holistic approach to long-term wealth creation and risk management.
Abhinav’s career foundation was built through his early work at EY and SRVM & Associates, where he gained exposure to financial research, auditing processes, and market analysis. This grounding equipped him with analytical depth and enhanced his ability to craft data-driven, personalised advisory solutions for clients.
His academic achievements further strengthen his professional credentials. Abhinav holds a Postgraduate degree in Finance and Financial Management Services from the Indian Institute of Management, Visakhapatnam, giving him a strong theoretical framework to complement his industry expertise. This blend of academic rigor and practical leadership positions him well to support PL Capital Group’s mission of expanding its wealth advisory proposition and delivering sophisticated financial solutions.
In his new capacity as Director, Abhinav is expected to drive the next phase of growth for the firm’s wealth management vertical, reinforce its client-first philosophy, and contribute to building resilient, high-performing portfolios for a diverse clientele.
 has named Abhinav Verma, CFP, CWM, as its new Director, marking a significant milestone in his....){kind=link}