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Lokendra Singh Pundir — Associate Director · Kotak Private · Greater Delhi Area.
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About
As an Associate Director at Kotak Private, I leverage my extensive experience in wealth management to provide tailored solutions for High-net-worth Individuals and Families. With over 16 years of experience in the financial and real asset services industry, I have a proven track record of delivering exceptional client service and generating new business opportunities. My skills include Family Wealth Management, Investment Advisory, Family Office, Estate Planning, Off Shore Investments, New Business Development, and Business Relationship Management. I am passionate about helping clients achieve their financial goals and building Long-Term Relationships based on Trust and Integrity.
Experience
Associate Vice President
Axis Bank · Gurugram
Mar 2023 – Jan 2025
Burgundy Private Clients
Education
Skills
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