Monika Jain
Associate Director @ TrustPlutus | Delivering Bespoke Investment Strategies & Wealth Planning for High-Net-Worth Individuals | Investor
- Role
- Associate Director -private Banker at Trustplutus
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Monika Jain
Bringing 12+ years of experience in wealth management, I currently serve as a Private Banker at TrustPlutus, advising HNI and UHNI individuals, families, professionals, and next-generation wealth inheritors. I specialize in delivering bespoke wealth management and financial solutions spanning investments, portfolio advisory, and estate planning. Earlier, I spearheaded a pilot initiative to establish the Client Origination and Business Development vertical at TrustPlutus, successfully scaling it into a core strategic function. Following its success, I served as Associate Vice President – Client Origination & Business Development for 3 years, leading client acquisition efforts, nurturing key relationships, and contributing meaningfully to the firm’s expansion. I continue to collaborate closely with the CEO and senior leadership, aligning business strategy with client needs and driving long-term value through trusted relationships.
Experience
Associate Director -private Banker
Apr 2025 — Present · Mumbai, IN
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