A Management Graduate in Marketing with experience of more than 18 years in financial services Industry.
For the last 9 years I have been working in the Private Wealth Management space primarily catering to HNIs.
I specialize in managing corporate Executives, Business Owners and Doctors in area of Financial Literacy, Coaching , Goal based Investment planning and Client Servicing.
Passionate about creating customized and real content , connecting with the audience and have conducted several financial literacy programs and created content via podcasts, webinars, you tube videos. Have created more than 10 podcasts , conducted 20 webinars, 5 videos on personal finance literacy.
In the past, I have spent more than 9 years specializing in credit underwriting, internal audit on credit quality and policy compliance, credit operations (processes and controls) and project management and service delivery.
