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Niti Guhathakur

Lead CRM And Strategic Programmes at Kristal.AI

Niti Guhathakur has a diverse work experience spanning over 20 years. Niti is currently serving as the Vice President of Wealth Advisory at Lighthouse Canton since July 2023. Prior to this, they worked as the Lead CRM and Strategic Programmes at Kristal.AI from August 2022.

Niti also has experience as a Founder at Assetpie.com, a unique financial marketplace aimed at helping people achieve their financial goals. Niti started the company in July 2016 and continued in that role until September 2022.

Before Assetpie.com, Niti worked as an Executive Director at ADROIT Wealth Management from April 2015 to March 2016. Niti also served as the Vice President of Private Clients at Religare Private Wealth from June 2013 to March 2015.

Prior to these roles, Niti held various positions in the wealth management industry, including Vice President of Private Clients at ADROIT Wealth Management from October 2011 to June 2013, Associate Director of Client Relationship at Trust Plutus Wealth Managers from November 2010 to September 2011, and Relationship Director at ABN AMRO Bank N.V. from 2005 to 2009.

Niti also gained experience at HSBC as a Relationship Officer from November 2003 to December 2004, and as a Manager of Enterprise Sales at Bharti Broadband Networks Limited from April 2001 to November 2003.

Niti Guhathakur completed an Executive Programme in Applied Finance from the Indian Institute of Management, Calcutta in 2015, with a focus on Banking, Corporate, Finance, and Securities Law. In the same year, they obtained a CFP certification from FPSB India, specializing in Portfolio Management. Prior to that, in 2014-2015, they completed an Executive Course in Applied Finance from the Indian Institute of Management, Calcutta, with a focus on Corporate Finance. Niti also holds a Diploma in the Law of Corporate Merger and Acquisitions from Gopaldas Jhamatmal Advani Law College and Asian School of Cyber laws, which they completed in 2011. In 2009-2010, they obtained a Law Diploma in Corporate Finance and Mergers and Amalgamation from ASCL Law School. Additionally, Niti holds a Master's degree in Commerce, which they earned from the University of Mumbai in 2001-2002. Niti has also pursued further education through CISI ICWM, although specific details are not provided.

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Timeline

  • Lead CRM And Strategic Programmes

    August, 2022 - present

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