Principal Advisor 7702083123 [email protected]
Ex –Citibanker, MBA from NITIE, Mumbai is a financial industry veteran with a decade experience across Retail Banking, Wealth Management, Financial Planning & Risk Management. She is a passionate believer of goal-based approach to financial products which is essential to gain control over family finances and hence lead a stress free, happy financial life. She advocates the importance of diversifying the investment portfolio across various financial products basis financial goals.
She has worked with Citibank at leadership positions and has been instrumental in driving various strategic initiatives before she founded MitraMoney. She advocates a greater participation of women in family financial planning.
Areas of Expertise
- Wealth Management
- Risk Management
- Financial Planning
- Retail banking solutions
- 8 years with Citibank NA at leadership roles
- MBA, NITIE Mumbai – Major in Finance
- B.tech, Pantnagar University – Electronics and Communication