Kumar Mishra, CFP, has extensive experience in wealth management, currently serving as a Senior Relationship Manager at Tata Capital since August 2013. In this role, Kumar manages high-net-worth (HNI) and ultra-high-net-worth (UHNI) client portfolios, providing tailored investment solutions to facilitate wealth creation and foster strong client relationships. Prior to this position, Kumar held multiple roles at Tata Capital, including Relationship Manager and Assistant Manager, where responsibilities included client management and financial analysis. Kumar's earlier career includes serving as an Associate Counselor at Edelweiss Financial Planning, specializing in comprehensive financial planning, and as a Business Development Manager at IIFL PReMIA, focusing on client acquisition and service. Kumar holds an MBA in Finance and Marketing from ICFAI, completed between 2007 and 2009.
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