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Neeraj Bhatia — Co-Founder & Partner · Oakwiz Capital LLP · Delhi, India.
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About
As the founder of www.money₹oot.app, with over one year of experience in financial technology, I focus on providing advanced analytics solutions for family offices. Leveraging expertise in artificial intelligence, digital strategy, and machine learning, we deliver real-time insights into assets and net worth, empowering clients with actionable data.
With over eight years as Co-Founder and Managing Partner at a private banking and wealth management firm, I have supported high-net-worth clients through personalized financial strategies and advisory solutions. My commitment lies in leveraging technology to advance financial services and drive impactful results for our clients.
Experience
FounderCurrent
www.money₹oot.app · India
Jan 2025 – Present
BEST ANALYTICS SOLUTION (WEB-APP) FOR FAMILY OFFICES TO GAIN BETTER INSIGHTS INTO THEIR ASSETS/NET-WORTH, REAL-TIME!
Co-Founder & Managing PartnerCurrent
Oakwiz Capital LLP · New Delhi Area, India
Dec 2017 – Present
Private Banking & Wealth Management
Education
Skills
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