Sheetal Poonia has been appointed as Associate Director at PL Capital Group (Prabhudas Lilladher). Based in Jaipur, she brings with her an impressive career spanning wealth management, private banking, and investment advisory, making her a valuable addition to the PL Capital Group leadership team. In this new capacity, she will play a pivotal role in driving strategic client engagement, expanding wealth portfolios, and enhancing advisory excellence across the region.
Prior to this appointment, Sheetal served as Associate Vice President – Wealth Partner at Wealthy, where she led initiatives to deepen client relationships and expand wealth management solutions. Her tenure at Wealthy showcased her ability to blend financial strategy with personalized wealth planning, contributing significantly to business growth and client satisfaction.
Before joining Wealthy, she held the position of Senior Wealth Manager at Prudent Private Wealth, where she was instrumental in building and managing high-value portfolios, creating tailored investment strategies, and strengthening client retention through trust-based financial advisory. Her focus on strategic alliances and market insights helped drive sustainable wealth creation for her clients.
Sheetal’s career journey also includes her role as Associate Wealth Manager at Purnartha Investment Advisers Pvt. Ltd., where she honed her skills in investment research, portfolio diversification, and high-net-worth client engagement. Earlier in her career, she gained hospitality and client management exposure as a Summer Intern at Taj Hotels, which enhanced her interpersonal and service-oriented approach to client relations.
With a proven track record of excellence in wealth management and client-centric leadership, Sheetal Poonia’s appointment marks a new chapter in PL Capital Group’s growth trajectory. Her strategic mindset, coupled with her extensive experience across premier financial institutions, positions her strongly to contribute to the firm’s continued success.