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Get in touch
Email us
contact@pbpwealth.com
Phone Number
+91 88994 10435
Address
7th Floor, Plot No. 4B, District Center Mayur Vihar Extn. Phase-I, Delhi-110091
contact@pbpwealth.com
+91 88994 10435
7th Floor, Plot No. 4B, District Center Mayur Vihar Extn. Phase-I, Delhi-110091
We provide personalized financial planning and wealth management services to help you achieve your goals.
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Sheel Mehrotra – Founder
Sheel Mehrotra is the Founder and Managing Partner of Prosperity Bridge Partners.
Over a 26-year career, Sheel has held several leadership positions in Mutual Funds and Wealth Management. Based in New Delhi, Sheel heads a broad spectrum of product functions, including investment strategy and specialist services. As Financial Advisor and trusted Partner, role is to offer curated solutions to achieve client’s financial goals while exhibiting the highest standards of conduct in service and maintaining confidentially in dealings.
He has over two decades of experience gained at ICICI Prudential & Kotak Mahindra Asset Management and Sanctum Wealth while also worked in Advisory role at ICICI Bank Private Banking. His most recent position was Senior Partner at Incred Wealth.
Sheel holds a Bachelor’s degree in Economics from Lucknow University. He is Post Graduate Diploma in Business Finance from Indian Institute of Finance.
