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Wealth Insights

People - Relationship Team

Utpal Sheth

Head – Client Relations, North & East

Dipanjan has over 6 years of work experience in Banking and Wealth Management with core competence in client engagement and Wealth Advisory for High Net worth Clients.

Prior to joining TrustPlutus, Dipanjan was associated with RBS N.V. handling High Net worth Clients.

Dipanjan is an Engineering Graduate from Bangalore University and an MBA from IISWBM Kolkata.Dipanjan is also a CERTIFIED FINANCIAL PLANNER from FPSB, India

 

Utpal Sheth

Head – Client Relations, South

Hitesh has over 10 years of experience in the financial services industry in NRI Business, Branch Banking and Insurance.

Prior to joining TrustPlutus, Hitesh was associated with RBS N.V., ABN AMRO Bank N.V., Tata AIG & HDFC Standard Life Insurance in various capacities.

Hitesh is a Post Graduate in Marketing Management from Tolani Institute of Management Studies.Hitesh is also a CERTIFIED FINANCIAL PLANNER from FPSB, India

 

Utpal Sheth

Head – Client Relations, Gujarat

Mukesh has over 10 years of experience in Financial Services domain including Investment Advisory, Wealth Management & Consumer Banking function. He has successfully set up Wealth Management Business across cities in Gujarat.Mukesh is also a CERTIFIED FINANCIAL PLANNER from FPSB, India

Prior to joining TrustPlutus, Mukesh has been associated with RBS N.V., ABN AMRO Bank N.V., ICICI Bank and IDBI Bank in various capacities.

Mukesh is a Commerce Graduate from Gujarat University and an MBA from Institute of Management and Career development, Pune.

Utpal Sheth

Director– Client Relations, Mumbai

Jayeeta has over 14 years of experience in Financial Services space including Life Insurance providing risk management and succession planning to Ultra HNI clients.

Prior to joining TrustPlutus, Jayeeta was associated with Alchemy Capital Management, heading the Risk Management solutions for the Clients. She was also associated with Aviva Life Insurance, Birla Sun Life and DSP Merrill Lynch Asset Management.

Jayeeta is a Commerce Graduate from Calcutta University and an MBA from ICFAI, Hyderabad. Jayeeta has also done a 2 year Advanced MBA from Insead University, France.

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