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Prisha Wealth Management

Priti Goel

Priti Goel is the Founder, Chief Executive Officer (CEO) and Managing Director (MD) of Prisha Wealth Management Private Limited, a SEBI Registered Investment Advisory Firm. With over 23 years of experience in Banking & Financial Industry, Priti has worked with Times Bank Limited (later merged with HDFC Bank Limited) for 2.5 years, Citibank N.A India for 19+ years, and Barclays Bank PLC India for 2 years.

She has worked in various leadership roles across their Retail Bank, Institutional Bank, Corporate Bank, Private Bank, bank backed Knowledge Processing Center (KPO) and bank backed Non-Banking Finance Company (NBFC) as Board of Director. In her last few role, she was Head of India Domestic Operations for Barclays Bank PLC India, responsible for operations across the businesses (retail, private bank, corporate bank and institutional bank).

Immediately prior to it, she was the Chief Operating Officer for Citi Private Bank, India. Her career span over leading front and back office core operations, service excellence, outsourced and insourced operations, third party governance across 40+ suppliers of the Banks. She has vast experience in service excellence, controls, compliance, audits, regulatory engagement, business risks, information security and business continuity. She has worked closely in and with business heads & CEOs, been instrumental in products development, product compliances and has led client engagements actively.....