Khushboo Bhateja , Founder & CEO of Valuetree Finserv has a finance background academically and has
worked into Wealth Management & Retail Banking with various Foreign as well as Public Sector Banks of
international repute. She has started her journey with Citibank and from thereon has worked with HSBC,
Standard Chartered and State Bank of India. She possess an overall work experience of close to 18 years in this
vertical. Her last assignment was with Bank of Baroda as a Deputy Vice President -Wealth Strategist, Lucknow
Zone, wherein she was managing UP east in Wealth Management Division through a network team .
During her tenure she has taken various Financial awareness sessions at SBI, Command Head quaters- Central
Command of Indian Army, ITBP, Power Grid Corporation of India, Airport Authority of India, BSNL, NBRI, Hindi
Sansthan Prayagraj, BHU-Varanasi.
We at ValueTree Finserv provide personalized financial services to cater to the distinct & varied financial
needs of an Individual as well as Corporate Clients to help them generate & preserve wealth for generations.
