Arun Mandal
Founder & Chief Wealth Officer; wealth advisor to UHNI families
Delhi, India
Summary
Experienced wealth advisor and firm founder who leads investment research and portfolio management for ultra-high-net-worth families, positioning his firms around disciplined, long-term wealth planning. boxpfa+2
Holds recognized professional credentials (CFP, CFA charterholder) and regulatory registrations that underpin his advisory practice and ethical standards. fpsb+2
Active participant in industry and academic forums—contributes to conversations on fund management and retail investor strategies and speaks at events organized by academic institutions and industry groups. mfc+2
Positions his firms around ethical standards and client-first financial planning, emphasizing disciplined processes, transparency and a one-stop service model for wealth management. boxpfa+1