Kapil Mohan CWM® CTEPTM has been elevated to Associate Director - B2B Wealth at Nuvama Wealth, reflecting his strong contribution to buildin

Kapil Mohan CWM® CTEP™ has been elevated to Associate Director - B2B Wealth at Nuvama Wealth, reflecting his strong contribution to building and expanding wealth distribution networks across India. In his new role, he will work closely with IFAs, national distributors, and wealth intermediaries to deliver comprehensive wealth management solutions, including investment advisory, estate planning, succession planning, trusts, and alternative investments.

With over 18 years of experience in wealth management, business development, and financial distribution, Kapil has held leadership positions at Nuvama Wealth, Dhan, Anand Rathi Financial Services, SMC Group, and K&A Securities. His expertise in partner ecosystem development, franchise expansion, HNI wealth solutions, and B2B distribution has enabled him to drive business growth and strengthen client engagement across multiple regions.