Priyanshi Patel specializes in portfolio management and wealth advisory, with over three years of experience in the finance industry. She previously worked at TrustPlutus Wealth, where she developed customized investment portfolios by analyzing client holdings across asset classes such as mutual funds, PMS, and AIFs. Her time at Waterfield Advisors further strengthened her expertise in strategic initiatives for HNIs and UHNIs. At Carpediem Capital, Priyanshi supports investor relations and fundraising efforts focused on HNI investors and family offices.
Priyanshi holds a Bachelor of Science degree in Business Management from Boston University, with dual concentrations in Strategy and Retail.
