Seemantini Date

With over two decades of experience in the finance domain since 2001, I have built a strong foundation across both service and manufacturing sectors, working within corporate finance departments and gaining deep insight into financial systems, compliance, and strategic planning. In 2017, I transitioned fully into personal finance, continuing and strengthening a legacy advisory practice established in 2006. As a second-generation wealth advisor, I combine traditional relationship-based values with structured, goal-oriented financial planning. I am a proud holder of the CIWM (Certified International Wealth Manager) certification from the Canadian Securities Institute (CSI), reflecting my commitment to global standards and disciplined wealth management practices. Currently, I manage approximately ₹90 Crores in Assets Under Management (AUM) across 245 families, overseeing around 340 individual portfolios. My approach centers on long-term wealth creation, and prudent asset allocation.