Nazneen Charna

Nazneen Charna leads Customer Success at TridentBay Asset Managers, where she oversees the client experience across the investment lifecycle. She works closely with investors to ensure clarity, coordination, and seamless communication throughout each investment journey, while maintaining the high standards of service and operational precision that define TridentBay’s client engagement approach.

Prior to this role, Nazneen built extensive experience across financial advisory and research-driven client engagement. Over the past decade, she has worked closely with high-net-worth individuals and business families on financial planning, succession considerations, and structured advisory. Her professional experience includes roles with Invictus Wealth Pvt. Ltd. as a Financial Advisor and India Infoline as a Research Advisor, where she developed strong expertise in client advisory, financial analysis, and relationship management.

Nazneen holds a Postgraduate degree in Finance and is a Certified Chartered Trust and Estate Planner (CTEP) accredited by the American Academy of Financial Management (AAFM).