StartupLanes

With 22+ years of experience in Wealth Management and Private Banking, I specialize in advising HNI, UHNI, and NRI clients on investment planning, portfolio management, and financial solutions. My expertise includes Mutual Funds, PMS, AIFs, Equities, Fixed Income, Insurance, and Retirement Planning. I have a proven track record in client acquisition, relationship management, business development, and revenue growth. I combine strong financial knowledge with a consultative, client-first approach to build long-term relationships. Adaptable, technology-driven, and results-oriented, I thrive in dynamic environments and enjoy contributing to business growth, innovation, and exceptional customer experiences.
I am passionate about helping clients make informed financial decisions through personalized advice and disciplined investment strategies. My strengths include communication, problem-solving, strategic planning, and stakeholder management. I quickly adapt to new technologies and business environments, work collaboratively across teams, and maintain a strong focus on integrity, customer satisfaction, and delivering measurable business outcomes