
NAZNEEN CHARNA
Nazneen oversees the strategic operations of the Global North Team where she is responsible for working closely with clients and her team to ensure seamless processing as per the agreed SOPs and stands of service.
She has extensive experience of over 12 years in client centric profiles like financial planning and succession planning for HNIs and business professionals. She has been associated with Invictus Wealth Pvt Ltd as a Financial Advisor and India Infoline as a Research Advisor. With a background in financial services, she brings a wealth of experience to this role, including a strong understanding of the importance of accuracy, attention to detail, and timely delivery.
She holds Post Graduation degree with specialization in Finance and is a certified Chartered Trust and Estate Planner accredited by American Academy of Financial Management (AAFM).