About the Promoter
Mansi is a Chartered Accountant with almost 17 years of work experience in the field of Finance and has worked across various roles in firms dealing in Mutual Funds and Wealth Management. Over the years, she has worked with HSBC Mutual Funds (Accounts & Channel Sales), Birla Sun Life Mutual Fund (Products & Channel Sales) and Kotak Mahindra Bank (Wealth Management) Up until recently, Mansi was also a Partner at Qber Asset Advisors LLP.
Coming from a humble background and having worked her way up, Mansi has understood the importance of preserving and growing monies through effective financial management and goal planning in life. After having worked with so many clients from different financial backgrounds, Mansi understands that each individual's attitude towards money is unique, and works hard to customize her consultation in order to meet her client's needs. She believes in giving solutions that cater to her client's aspirations for the future, and current financial situation. A person who believes in leading by example, Mansi ensures she practices all that she preaches in her profession.
When she is not busy managing money, she likes to spend time cooking, traveling, shopping and finds spending time with family and friends to be rather therapeutic.
Awards & Achievements
Got felicitated by BSE STAR MF for contribution by women in the financial distribution industry.