Aarti Mohan

Aarti is a veteran Financial Advisor with over two decades of experience in Indian capital markets and financial services. She has worked with both Indian and multinational banks and brokerages, bringing a distinctive understanding of the needs of promoters and entrepreneurs.

She has partnered extensively with business promoters across industries, helping them design financial and family structures that ensure both personal and corporate continuity, along with efficient treasury management. With a blend of strategic and tactical expertise, she has developed a multi-dimensional perspective on client requirements.

Aarti is deeply committed to shifting the financial services industry from a sales-driven approach to a solutions-oriented, needs-based model with a holistic 360-degree view. She strongly advocates a structured and disciplined approach to managing the financial capital of families.

Most recently, she served as a Senior Private Banker at HDFC Bank, where she managed a select portfolio of ultra-high-net-worth clients. Her earlier professional journey includes leadership roles at Citigroup, ICICI Bank, and Enam Securities. She holds a PGDBA in Finance and a Master’s degree in Economics.