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Arti Bhalla Location
Delhi, India
Arti Bhalla Work
Managing Partner @ (April 2025 - Present)
Senior Partner @ (May 2024 - June 2025)
Partner @ (May 2020 - June 2024)
Market Director @ L&T Financial Services (March 2018 - May 2020)
Director Private Wealth Management @ Anand Rathi Advisors Ltd (November 2013 - March 2018)
Senior Director @ (August 2011 - October 2013)
Director @ (February 2011 - August 2011)
Vice President @ (June 2006 - September 2010)
Cluster Head, Priority Banking @ (January 2003 - January 2006)
Relationship Manager @ (January 1998 - January 2002)
Branch manager @ (January 1995 - January 1998)
Arti Bhalla Education
IMI Delhi
MBA (Finance, marketing)
1993-1995
IMI Delhi
MBA (Management)
1993-1995
Lady Shri Ram College for Women
B A Hons Economics (Economics)
1990-1993
Convent of Jesus and Mary
A I S S C E (Science)
1977-1990
Arti Bhalla Skills
Private Banking
Banking
Wealth Management
Portfolio Management
Relationship Management
Investment Banking
Capital Markets
Investment Advisory
Equities
Retail Banking
Mutual Funds
Credit
Financial Services
Branch Banking
Loans
Strategic Financial Planning
Bonds
Wealth Management Services
Cash Management
Core Banking
Alternative Investments
Leadership
CRM
Cross Selling
Credit Risk
Investments
Asset Management
FX Options
Derivatives
b
Commercial Banking
Financial Markets
People Management
Team Management
Management
Business Development
Business Strategy
Strategy
Risk Management
Customer Relationship Management Crm
Strategic Financial
Business Relationship Management
Finance
Financial Analysis
Financial Planning
Customer Relationship Management
Arti Bhalla Summary
Arti Bhalla, based in Delhi, India, is currently a Managing Partner at InCred Wealth. Arti Bhalla brings experience from previous roles at InCred Wealth, L&T Financial Services and Anand Rathi Advisors Ltd. Arti Bhalla holds a 1993 - 1995 MBA in Finance, marketing @ IMI Delhi. With a robust skill set that includes Private Banking, Banking, Wealth Management, Portfolio Management, Relationship Management and more. Arti Bhalla has 2 emails and 2 mobile phone numbers on RocketReach.
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