Megha Bhatt

Private Banker at IONIC WEALTH by Angel One . Co-Founder in your journey of wealth creation

Role
Private Banker at Ionic Wealth
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Megha Bhatt

An ambitious and adaptable individual with a pleasing personality who is successful in…

Experience

  1. Private Banker

    Ionic Wealth

    Aug 2024 — Present · Mumbai, IN

    Having spent most of my career on the research side (worked with ASK Investment MAnagers, Yes Bank and SBI Mutual Fund ), I am excited to enter the wealth management space which is entering a pivotal phase, with current assets under management estimated between $1-1.2 trillion. What excited me was the unique combination of technology and domain expertise that IONIC WEALTH offers to High Networth Individuals.

Education

  • Narsee Monjee Institute

    B.Com

    1991 — 1996

  • NM

    DFM

    1997 — 1998

  • NMIMS

    Post Graduate Diploma

    1997 — 1998

  • SUMATI MORARJI

    SSC

    1990 — 1991

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Megha Bhatt — Private Banker at Ionic Wealth in Mumbai, MH, IN | Unifers