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Monisha Udhani — Executive Director · Neo Wealth and Asset Management · Mumbai, Maharashtra, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
More than two decades of experience in the finance and banking sector lends me a strong expertise in portfolio management, investment advisory, and financial planning for family office clients. I bring institutional grade experience, processes, and risk management to their choices and help them achieve their objectives, be it about legacy planning, raising capital, choosing from investment professionals, managing risks to business or portfolios, and even enhancing non-financial capital across generations.
Beyond my day job, I find purpose in driving positive change through impactful organizations. I offer strategic guidance to EHP, a top 10 leadership development provider in Hong Kong, and also guide the founders & staff of ReLEAF Solutions, a sustainable everyday solutions start-up, leveraging my skills and network to empower others and create a lasting impact.
Experience
Executive DirectorCurrent
Jan 2024 – Present
I help successful entrepreneurs, family offices and professionals simplify their decision making and dilemmas in planning and stewarding their legacy for future generations. As a leader and founding member of MFO, I bring institutional grade experience, processes and risk management via our platform and team, to their choices and help them achieve their objectives, be it about legacy planning, raising capital, choosing from investment professionals, managing risks to business or portfolios and even enhancing non-financial capital across generations.
Board of AdvisorsCurrent
ReLEAF Solutions · California, United States
Jun 2021 – Present
ReLEAF Solutions was born as a result of a desire to lead focused efforts on environmental consciousness and convenience. ReLEAF provides convenient, holistic and eco friendly solutions to everyday eating and drinking.
Education
Skills
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