Background & experience
Founder & Principal Adviser (SEBI RIA)✓ verified
Self · IQ Commune verified
2015 – present
VP, Private Wealthself-declared
Citibank
2011 – 2015
Who Neha works best with
Families nearing retirementDoctorsHigh-earning professionals
Areas of focus
RetirementComprehensive financial planning
Client testimonials
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Trust at a glance
295+
clients served
34
verified recommendations
2.1 yrs
avg relationship
✓ INA-567315 active · no regulatory flags on record
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SEBI-Registered Investment Adviser. Registration does not guarantee performance or returns. Investment in securities is subject to market risks. Public client testimonials are not displayed, in line with the SEBI Investment Adviser advertising code. ProfylPages verifies registration and regulatory standing; it does not provide investment advice.
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