Sreepriya has over 22 years of experience in Retail, Corporate and Private banking. As a banker, she has run branch businesses, managed and led cross-functional teams, designed and implemented processes, and conducted integration activities related to Merger & Acquisitions. Having played such horizontal roles, she has developed core competencies in Business Development, Customer Service, Compliance, Process Management & Re-engineering, and development of Operations and Service Standards for business excellence and customer delight.

She has advised many of India’s leading business families and HNWIs on intergenerational financial planning, family investments, Succession & Estate Planning, corporate and family governance as well as philanthropy. Having served NRIs and OCIs for such a long time, she has learnt to manage investments across the globe.

She has won several prestigious awards and titles which endorse her excellent leadership qualities, business acumen, customer focus and razor-sharp eye for details.

Areas of Expertise

Intergenerational Financial Planning

Managing family investments (both domestic & international)

Succession & Estate Planning

Corporate and family governance



B.Sc (Physics) and B. Sc (Computers), MG University, Cochin

MBA (Finance & Strategy), IIM Kozhikode

In the Media


Entrepreneur magazine | 2nd April 2023

5 Tips For Women To Consider While Investing In 2023

The need for women to invest for themselves is crucial, due to various factors such as income disparities, potential time off work to take care of the family and the need to maintain a personal corpus for financial independence and security.


Mintgenie | 27th March 2023

How can women start their investment journey? MintGenie explains

Investing money is not only a possibility but a necessity for securing one's financial future.


The Economic Times | 8th March 2023

Why women financial literacy is important for India's future

By empowering women with financial education and resources, we can bridge long-standing gaps and help drive economic growth on a national level. When women progress, India progresses, and therefore, it is crucial to prioritise and invest in women's financial literacy and well-being.


Livemint | 26th April 2022

Importance of a will in financial planning:

Financial planning does not necessarily end once you invest your money. It also extends to securing assets for your family. Succession planning by creating a will is very important.


Shethepeople | 4th March 2022

5 things women should know about writing a will:

Writing a Will is bound to stir up feelings of discomfort for many as it forces us to think about our demise and the eventuality of life.


Moneycontrol | 21th January 2022

Writing a will and here’s how you should choose the executor:

For those who want to distribute their wealth amongst their children, spouse or other legal heirs after their death, a Will is a highly useful instrument.


Yourstory | 14th February 2021

Why are entrepreneurs planning their succession at an early stage?

A succession plan entails having a blueprint in the event of a change of guard, which in most cases, is inevitable as entrepreneurs age and eventually have to pass on the mantle to someone else.


Timesofindia | 9 December 2021

Going the extra mile: How family offices offer HNIs impeccable executional capabilities

In the public domain, multi-family offices are strictly viewed as wealth management and advisory firms that are meant for the ultra-rich.