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Umang Papneja
Profile
Mr. Umang Papneja is a Chief Executive Officer at Julius Baer Wealth Advisors (India) Pvt Ltd. Mr. Papneja was previously employed as a Chief Investment Officer & Executive Director by IIFL Wealth Management Ltd.
Umang Papneja active positions
| Companies | Position | Start |
|---|---|---|
Julius Baer Wealth Advisors (India) Pvt Ltd.
 Julius Baer Wealth Advisors (India) Pvt Ltd. Julius Baer India’s activities are centered on the deep understanding of client’s needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on the client’s unique situation, the firm deploys a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, wealth management and wealth financing. | Chief Executive Officer | 31/07/2022 |
Former positions of Umang Papneja
| Companies | Position | End |
|---|---|---|
| 360 ONE WAM LIMITED | Chief Investment Officer | 30/06/2022 |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
360 One Wam Ltd.
 360 One Wam Ltd. Provides wealth management services | |
Julius Baer Wealth Advisors (India) Pvt Ltd.
Julius Baer Wealth Advisors (India) Pvt Ltd. Julius Baer India’s activities are centered on the deep understanding of client’s needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on the client’s unique situation, the firm deploys a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, wealth management and wealth financing. |
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