Personal Info
Jyoti is a seasoned private financier and wealth management expert with more than two decades of advisory services experience. She has managed large investment portfolios for ultra-HNIs and family offices, as well as handled global wealth for Indian investors’ domestic and offshore investment portfolios by employing customised strategies.
She has held positions of authority at top-tier multinational and national BFSIs, such as BNP Paribas, Edelweiss Global Wealth, L&T Private Wealth, IL&FS, and Bajaj Capital. She specializes in serving private clients and family offices, Private Equity, Alternate Investments, Investment Management and is an avid Entrepreneur & Angel Investor. She possesses a master’s degree in Business Economics (entrepreneurship and financial management) from the University of Delhi and completed the Executive Management Programme in Leadership for Women at IIM Calcutta.
Specialty :
Private Clients & Family Offices | Private Equity | Alternate Investments | Investment Management | Entrepreneur & Angel Investor | IPOs | Mergers & Acquisitions