The founders and trainers at Fintelligence Training and Consulting together bring with them over 35 years of Retail Banking and Financial Services and Wealth Management Experience and Expertise.
They have been in various roles and have cross functional experience Retail Banking and Wealth Management in Sales, Relationship Management, Wealth Management, Operations and Customer Service. In addition that they have also been in leadership roles as Branch Managers and Regional Investment Advisors at organisation including Citibank, Standard Chartered, HSBC, Deutsche Bank, Yes Bank etc. Both the founders subject matter experts in Retail Banking and Wealth Management and run their own advisory practise as well.
Mrin Agarwal is an independent investment advisor managing a multi-family office for exceptionally high net worth clients. Mrin has 18 years of experience in wealth management and has worked with Citibank, Deutsche Bank and Birla Sunlife. Since 2007 she has been successfully running her own independent advisory business - Mrin Investment Advisory Pvt.Ltd. Her extensive and multi-faceted experience in investment advisory and banking, debt and stock markets has made her one of the top consultants in the country today. Mrin has been interviewed by CNBC and Hubbis and has also contributed to various articles in print media and online.
Rima Hinduja has been a private banker for the past 15years with rich experience in wealth management and advisory and has worked with Citibank, Standard Chartered Bank, HSBC and Yes Bank. In the last 2years, she has been running her own Independent advisory business under Profound Management Pvt. Ltd. (Delhi)and manages a large portfolio for a number of HNI’s and corporate’s. Rima has cross functional experience in wealth management, investment advisory, portfolio construction, across various market cycles.