Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
About me
With a decade of experience in Wealth Management, I have worked extensively across PMS, AIF, and Wealth domains, handling account opening processes, Investment Advisory, Operations, Reconciliations and Quality Check Management. My focus lies in blending domain expertise with technology, leveraging AI and RPA to streamline processes and deliver smarter, faster client solutions