Punit Mehrotra is an accomplished financial professional with extensive experience in wealth management and banking. Currently serving as an Entrepreneurial Professional and Advisor at ASK Asset & Wealth Management since August 2015, Punit has a strong background in client relationship management and investment portfolio asset allocation for high-net-worth individuals and corporate clients. Previously, from July 2007 to July 2015, Punit held the position of Director and Team Leader for HDFC Equities and the Private Banking Group, focusing on building trust-based relationships with clients. Prior experiences include working as an Institutional Cross Sell Specialist at Kotak Mahindra Bank and leading product solutions at Aditya Birla Wealth Management. Punit holds an MBA in Marketing and Finance from Pune University, along with two Bachelor of Laws (LLB) degrees and a BBA in Marketing from the University of Mumbai and Earthinators Climate School respectively.
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