Abhishek Puri

The Leadership

Abhishek Puri

Founding Team

Abhishek holds a BCom (Hons) from Kirori Mal College and an MBA in Finance from IMT, Ghaziabad. With over 20 years of experience in financial services, he specialises in client experience and operations within wealth management.

He has previously worked with Kotak Wealth, Morgan Stanley Private Wealth Management and 360 ONE Wealth, with his last assignment as Head of Operations & Compliance at Centricity.