Monisha Udhani Email & Phone Number
Director - Multi Family Office @ Neo Wealth and Asset Management
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Monisha Udhani Location
- Mumbai, MH, IN
Monisha Udhani Work
- 2024 - now Director - Multi Family Office @
- 2023 - now Transformation and Strategic Advisor @
- 2021 - now Board Member @
- 2018 - now Associate Director - Private Clients | Family Office @
- 2018 - 2024 Director - Family Office / Private Clients @
- 2017 - 2018 Vice President- Multi Family Office @
- 2014 - 2017 Senior Private Banker @
- 2012 - 2014 Associate Vice President -Private Banking @
- 2006 - 2012 AVP @
Monisha Udhani Education
- Proctor Gallagher Institute
(Coaching)
2021 - 2022 - Department of Technology, Savitribai Phule Pune University
Master of Business Administration (Marketing, Management)
2005 - 2007 - University of Mumbai
Bachelors (Marketing, Management Studies)
2002 - 2004
Monisha Udhani Skills
- Equities
- Portfolio Management
- Strategic Financial Planning
- Banking
- Investments
- Private Banking
- Retail Banking
- Relationship Management
- Investment Advisory
- Financial Services
- Wealth
- Retirement Planning
- Wealth Management
- Financial Markets
- Mutual Funds
- Wealth Management Services
- Management
- Finance
- Commercial Banking
- Fixed Income
Monisha Udhani Summary
- Monisha Udhani, based in Mumbai, MH, IN, is currently a Director - Multi Family Office at Neo Wealth and Asset Management. Monisha Udhani brings experience from previous roles at EHP International Ltd, ReLEAF Solutions and Sanctum Wealth Management. Monisha Udhani holds a 2021 - 2022 Proctor Gallagher Institute. With a robust skill set that includes Equities, Portfolio Management, Strategic Financial Planning, Banking, Investments and more. Monisha Udhani has 2 emails and 3 mobile phone numbers on RocketReach.
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