Himanshu Patodi, CWM®, CTEP®, is currently the Area Head for Personal Wealth Solutions at HSBC, where they lead a team in crafting tailored financial plans for High Net Worth clients. With an Executive MBA from IIM-Mumbai, Himanshu is also a certified Chartered Wealth Manager and Chartered Trust and Estate Planner. Their previous experience includes roles as Branch Head at IndusInd Bank and Product Manager at HDFC Bank Limited, where they developed expertise in customer service and wealth management. Committed to delivering high-quality wealth solutions, Himanshu combines traditional financial strategies with innovative technology to ensure client satisfaction.
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