Harnessing expert knowledge based on 10+ years of financial services industry experience, Chitra has held a variety of roles to develop comprehensive wealth management solutions for her clients. Chitra's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. She has helped many families in Canada and India fund their investment goals and is proud that so many continue to entrust their family's financial success to her.
As a trusted Investment Advisor, She provides access to a comprehensive range of services to help you build and protect your wealth with the support of her extended team of RBC partners. Chitra takes the time to discover what is important to you and your family, understand your financial needs and goals and your profile as an investor.
She develops a personalized plan designed to clarify and help achieve your goals and puts your plan into action with a custom-designed investment portfolio most suitable for you. With regular review and monitoring, she helps ensure your portfolio evolves with both your changing personal situation and market conditions.
A graduate of the University of Delhi, Chitra obtained B.Comm(Hons), then pursued Post Graduate Diploma (PGD) in Finance from the Indian School of Business and Finance and also completed a PGD in Professional Financial Services from the Kinlin School of Business. She has acquired the advanced industry designations of Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Life License Qualification Program (LLQP) and is currently working on her Chartered Financial Analyst (CFA) designation.
As a resident of London, she enjoys supporting her local community, participating in fundraising and awareness events. In her leisure time, Chitra enjoys reading, drawing and love to explore new places with her husband and friends.
