Sonali Mahtani

Sonali Mahtani, CFA, currently serves as an Associate in Project Management at Mercury Capital Advisors, a position held since May 2023. Prior to this role, Sonali accumulated extensive experience at TresVista from September 2018 to April 2023, advancing through titles such as Senior Associate, Investment Banking Associate, Senior Financial Analyst, and Financial Analyst II, all within the Investment Banking sector. Earlier experience includes work as an Assistant Product Manager at Axis Bank's Head Office in Mumbai during 2016-2017, focusing on strategy and sales planning for retail assets. Sonali completed the General Management Program at Stoa in September 2023 and holds a Bachelor’s Degree in Economics (Honors) from St. Xavier's College, Kolkata, awarded in 2016. Elementary education was completed at Loreto House from 2001 to 2013.