Anjali Khurana — Managing Director · Neo Wealth and Asset Management

Anjali Khurana — Managing Director · Neo Wealth and Asset Management · Mumbai Metropolitan Region.

Direct contact

No direct contact on file for Anjali yet.

Experience

Managing DirectorCurrent
Neo Wealth and Asset Management · Mumbai, Maharashtra, India
Nov 2024 – Present
Banker | Multi-Family Office Key Responsibilities: Develop and maintain deep relationships with ultra-high-net-worth individuals (UHNWIs) and multi-generational families, acting as their trusted financial advisor. Provide tailored investment solutions across asset classes, including equities, fixed income, private equity, real estate, and alternatives, ensuring alignment with clients' goals and risk profiles. Advise on wealth structuring, estate planning, and tax-efficient strategies to preserve and grow wealth over generations.
Professional Artist - Abstract PaintingsCurrent
Mar 2018 – Present
What started as a hobby is taking shape into an alternate career... the journey has just begun. Pls take a min to visit my Insta page:

Education

Savitribai Phule Pune University — MCOM, External Student · 2001 – 2003
Savitribai Phule Pune University — PG Business Administration/MBA, Finance and Marketing · 2001 – 2003

Skills

Mutual FundsWealth ManagementCapital MarketsPortfolio ManagementInvestment BankingInvestment Advisory