Mridula Menon

Mridula comes with professional wealth management skills and a demonstrated history of working in the banking industry for more than a decade. Her areas of expertise include Customer Relationship Management (CRM), wealth advisory, and business relationship management. She also possesses strong financial services regulatory and tax planning acumen.

As a banker with many long stints at HDFC Bank, Citibank, Kotak Mahindra Bank, and Doha Bank, she has extensive experience managing HNI and UHNI wealth.

Mridula is a qualified, Certified Financial Planner (CFP), USA, possesses a degree in Economics and a master’s in Business Administration in Finance. She is currently pursuing her doctoral research in AI and Finance at Hindustan University. Her accolades as a research scholar include a certification on “Innovations in Investment technology – Artificial Intelligence” from the University of Michigan and certification on “Foundation Payments and Regulations in Fintech” from the University of Pennsylvania.