June 2005 – Kotak Bank
June 2007 – HDFC Bank
June 2010 – ICICI Securities
June is my favourite month.
Yes. It’s my birthday month. 🙂 And it’s always been the month of special beginnings.
But June 2025 is bigger & better than any of the above.
Let’s start from the start –
➥ I walked through the doors of Kotak Bank as a Management Trainee, the first batch of MTs – full of nervous energy, excitement, and dreams that felt bigger than the boardrooms we were stepping into.
What started as my first job quickly became a masterclass in finance.
➥ From Kotak’s early growth days…
To stepping into HDFC Private Banking, where I was mentored by some of the finest minds, including the pioneers who defined private banking in India.
That part of my journey was nothing short of gold-standard.
And then came the longest and most emotional chapter – 14 years at ICICI Securities Private Wealth.
More than a workplace, a second home.
From building portfolios to building lifelong friendships.
From DINKs (double income, no kids) to DISKs (double income, smart kids😄), we grew together – in roles, in life, in heart.
The girl gang trips haha they turned into “mommy retreats” – part market talk, part daycare debate. We didn’t just manage wealth, we lived life.
➥ Fast Forward to June 2025 – exactly 20 years later after I started my career, I am ready to start a new chapter.
One that feels both anxious and exciting.
➥ Introducing TruVeda Finance.
A founder-led wealth management platform – built not just on numbers, but on trust (Tru) and wisdom (Veda).
After working with hundreds of families and professionals, I realised that families don’t want complicated charts or jargon.
They want honest conversations. Real clarity.
➥ This is the foundation of TruVeda.
So here I am – Filled with gratitude, I finally took that leap.
Let’s make wealth feel lighter, clearer, and truly personal.
If you’ve been meaning to “figure out your finances someday”, – maybe that day is today.
Would love to connect!
#finance #wealth #business #linkedinposts #newbeginning