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- Trust & Estate Services2
- Education Funding Strategies1
Vikas is a Senior Financial Advisor within Merrill Lynch’s Global Wealth Management Division and a senior partner of The Boccaccio Mohindra Group. He has earned the designation of Chartered Retirement Planning Counselor(SM), with this designation one of his areas of focus is creating and implementing custom strategies to help individuals and institutions optimize their retirement plans. Vikas is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Prior to joining Merrill Lynch in 2008, he was a Financial Advisor at Morgan Stanley’s Wealth Management Division.
Vikas graduated from the University of Maryland with a Bachelor of Science in Economics. He currently serves as a mentor at Merrill Lynch to current undergraduate students and his peers. Vikas is the Head Coordinator of the Practice Management Development Program at the Fifth Avenue office. He is actively involved in the Painting for Cures charity. Vikas is fluent in both Hindi and Punjabi. He currently resides in Gramercy. In his spare time he enjoys cooking, basketball and running.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English, Hindi, Punjabi & Spanish
University of Maryland College Park
2017 Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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We will work to help you stay on track, regardless of what the markets are doing.