Mohit Kumar
Private Wealth Management “I believe great wealth management is built on trust, clarity, and long-term think”
- Role
- Private Wealth Manager at Altruist
- Location
- Chandigarh, CH, IN
- LinkedIn followers
- 500 followers
About Mohit Kumar
With 8+ years of experience in Private Wealth Management and Financial Planning, I help High Net Worth Individuals (HNIs) and institutions build, protect, and grow their wealth — with clarity, strategy, and long-term vision. My expertise spans: Private Wealth & Portfolio Advisory Financial Planning & Analysis (FP & A) Business Architecture & Risk Assessment NRI & Cross-border Financial Solutions Client Relationship & Wealth Structuring I have a strong track record of understanding complex client financial needs and translating them into actionable, customized wealth strategies — aligned with both short-term objectives and long-term aspirations. Whether it\'s investment planning, wealth structuring, or navigating cross-border financial complexities — I bring analytical rigor, deep domain expertise, and a client-first approach to every engagement. Open to connecting with professionals, HNI clients, and financial institutions looking for a trusted wealth management partner. Mohit K FCA | Private Wealth Manager | NISM Certified
Experience
Private Wealth Manager
Feb 2025 — Present
Education
Delhi University
B.COM
2011 — 2014
Maharaja gangasingh University bikaner
Bachelor of Commerce (BCom)
2012 — 2014
Delhi University
Bachelor's degree
2011 — 2014
Tagore PG college Suratgarh
Bachelor of Commerce (B.Com.)
2012 — 2014
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