A veteran Financial Advisor with more than two decades of track record in Indian Capital Markets and Financial Services, Aarti brings considerable experience across both Indian & MNC banks and brokerages with a distinctive understanding of the needs of promoters and entrepreneurs.

She has worked extensively with promoters across industries to help them create financial and family structures for both personal and corporate continuity and treasury management. Aarti carries a unique experience mix across both strategic and tactical assignments. This has enabled her in forming a multi-dimensional understanding of client requirements.

Her goal is to help migrate today’s financial services industry from a sales approach to a need based solutions driven approach with a 360-degree perspective. She is a passionate advocate for a structured and disciplined approach in managing financial capital of families.

Until recently, Aarti was a Senior Private Banker with HDFC Bank managing a select set of ultra high net worth clients. She has also worked with Citigroup, ICICI Bank and Enam Securities and has a PGDBA in Finance and a Masters in Economics.