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Kundan Jha — Associate Director · Kotak Private · Bengaluru, Karnataka, India.
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About
MBA from Symbiosis Institute of International Business with 13+ years of professional experience, spanning Private Wealth Management, Investment Advisory, and global technology consulting. Over the last 10 years, I have worked in Private Wealth Management, advising UHNI families including family offices on investments across asset classes, portfolio construction, long-term wealth strategies, estate planning, succession planning, tax planning & family office solution. Prior to Private wealth management, I spent 3 years with Infosys/IBM, gaining strong exposure to global clients, structured problem-solving, and enterprise-level execution.
Experience
Vice President
YES BANK · Bengaluru
Sep 2022 – Apr 2025
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Skills
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