Episode 3 - Mr. Shammi Khanna on Wealth Management
46m
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Finance Ease
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In this episode, we are excited to have an esteemed guest whose expertise lies in wealth management. Wealth management can be briefed as financial planning and managing the wealth of HNI/UHNIs. And our guest has been a professional in the subject for more than 25 years and his dexterity has been an outcome of domestic as well as international exposure. If we look back at when he started his career, He graduated from Delhi University in 1995 and for a brief amount of time worked with General Electric and ICICI Capital Services. Afterwards, he went for an MBA to Rotman School of Management, The University of Toronto, which is an esteemed school of business studies and thereafter held various positions at multinational banks including TD Bank, Citi Bank, Abu Dhabi Commercial Bank, Standard Chartered, and many more in his career before his current role i.e. leading the business as a Partner with SNI Capital Advisors. We shall also encourage while sharing with you the fact that he is a humble and generous personality who has mentored diverse set of professionals and has always approached to help his juniors alike in his capacity.
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