Vijeeta is a seasoned wealth management professional with over 23 years of experience, advising High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), including listed and unlisted promoter groups, in a sophisticated multi-family office ecosystem. She has worked with top-tier multinational and domestic institutions, specializing in comprehensive financial and net worth advisory for promoters, families, and senior professionals across India and offshore markets.
Prior stints include a near decade experience at Citi, in consumer banking and wealth advisory. Before Co-founding Nexedge, Vijeeta served as an Executive Director at 360 ONE Wealth and Asset Management for near 13 years, where she successfully managed a high performing team with assets under management of USD 3 bn.
As a Investment advisory leader, she brings in deep expertise in financial and wealth advisory , capital markets, and multi-asset portfolio management, tax and structuring, fundraising, succession planning, and family office solutions for domestic and cross-border clients. Vijeeta stands out for her strategic acumen, global perspective, and unwavering commitment to client success.