Maitreyi has about 7 years’ experience in Wealth Management, Banking and Tax Accounting. She joined Capital League in 2019. Our youngest Relationship manager, Maitreyi is a zealous and creative professional who is always brimming with ideas and brings a fresh outlook to client services. Prior to Capital League, she has worked with HDFC Bank as a Relationship Manager for HNI clients and as a Financial Planner with a boutique financial planning firm.
Matireyi is a Certified Financial Planner, CA Intermediate and a Commerce (Hons) graduate from Delhi University.
She is passionate about travelling and trekking. An avid reader, with a constant drive for self-improvement, she loves incorporating her knowledge of behavioural economics in her day to day work life.