Private Banking & Wealth Management Summit India 2018
AIWMI’s 2nd annual Private Banking & Wealth Management Summit India 2018 will bring together private banks, family offices, alternative investment professionals, wealth managers and IFAs to brainstorm strategies on how to build and operate a successful HNW business, how to increase investment returns, how to benefit from the latest innovations in risk management and IT and how to improve the client experience.
The world of the wealthy has changed dramatically over the past decade and is on the cusp of further changes as India’s population of wealthy individuals increases, and as banking and technology collide. With the wealth sector being ultra-competitive and highly fragmented, engaging with wealthy clients can often prove challenging. Subsequently the wealth sector suffers low levels of innovation at a time when customers are seeking it more than ever before. The market volatility has remained high for the last couple of years now and its been a constant struggle for wealth managers to find yield for clients and protect their wealth in the face of economic and geo-political risks all in the face of increasing regulatory requirements and pressure to cut costs & increase revenues.
Amidst all this, Private Wealth Management has been undergoing an unprecedented process of transformation. It has become increasingly transparent, global and modern – in line with the clients it now serves. The world is changing faster and more fundamentally than at any time in history, and therefore the ways the wealth is being managed and created also need to change. AIWMI’s Private Banking & Wealth Management Summit India 2018 is a platform which aspires to initiate this dialogue among all the key stake holders.
Complimentary Copy of AIWMI’s – “Handbook on Private Banking and Wealth Management” for paid participants
June 8, 2018
Transforming the Wealth Management Experience
Aditya Gadge, Founder & CEO, AIWMI (Moderator)
Jaideep Hansraj, CEO – Wealth Management and Priority Banking, Kotak Mahindra Bank Limited
Shiv Gupta, Founder & CEO, Sanctum Wealth Management
Abhijit Bhave, CEO, Karvy Private Wealth
Himanshu Kohli, Co-Founder, Client Associates
Block chain innovation in Wealth Management
Vaibhav Parikh, Head of Blockchain Practice, Nishith Desai Associates
Innovation in Wealth Management
Milan Ganatra, CEO, Miles Software (Moderator)
Nitin Rao, CEO, Reliance Wealth Management
Umang Papneja, Senior Managing Partner, IIFL Investment Managers
Anupam Guha, Head- Private Wealth Management, ICICI Securities
Nimish Shah, Head- Wealth Management, Investment Research & Products, SBI
Anshu Kapoor, Head – Private Wealth Management, Edelweiss Financial Services
Panel Discussion: Family Offices: Opportunities & Challenges
Aditya Gadge, Founder & CEO, AIWMI (Moderator)
Anurag Seth, Director & Head- Global Wealth Management, Quant Capital
Rajendra Kalur, Founder Director & CEO, TrustPlutus Wealth Managers
Namita Agarwal, Legal Manager, Amicorp Trustees
Munish Randev, Chief Investment Officer, Waterfield Advisors
Launch of AIWMI’s inaugural India Wealth Awards 2018
Portfolio Construction for today’s Affluent Clients
Gaurav Arora, Chief Investment Officer, ASK Wealth Advisors (Moderator)
Anil Ghelani, Senior Vice President, DSP BlackRock Investment Managers
Apoorva Vora, Founder & CEO, Finolutions Wealthcare
Pranab Uniyal, Head Products & Advisory, Ambit Capital Private Wealth
Investing in Equity
Harshad Patwardhan, CIO – Equities, Edelweiss Asset Management
Investing in Real Estate
Ramesh Nair, CEO & Country Head, JLL India
Investing in AIFs
Shujaat Khan, MD & CEO, Centrum Asset Management
Investing in Debt
R Sivakumar, Head- Fixed Income, Axis Mutual Fund
Ritu Verma, Co-founder & Managing partner, Ankur Capital
Jinesh Shah, Co-founder, Omnivore Partners
Investing in Venture Capital & Private Equity
Ajay Mahipal, Head – Alternative Investment, Patni Family Office
Investing in ICOs
Ashish Anand, CEO, Blockchain Advisory Council LLC
Investment in Commodities
V. Shunmugam, Head- Research, Multi Commodity Exchange of India
End of Conference
May 28, 2018
18:00 - 19:00
Current Investments Trends among High NetWorth Investors
Sahil Nandu, Partner, Adelmo Advisors (@sahilnandu)
Sanjay Mehta, Private Investor (@mehtasanjay)
Chenthil Iyer, CEO, Horus Financial Consultants Pvt. Ltd. (@chenthilraman)
Nilesh Borana, CIO, Athena Investment Management (@nileshborana)
Nalin Moniz, CIO-Alternative Equity, Edelwiess Asset Management (@nalinmoniz)
Anirudh Gupta, CEO, Ashiana Financial Services (@invstrategist)
May 30, 2018
16:00 - 17:00
Redefining Wealth Management
Prabhakar Kudva, Executive Director / Fund Manager, Samvitti Capital (@prabhakarkudva)
Vivek Karwa, Chief Financial Advisor, Vridhi Investment Intermediates Pvt. Ltd. (@VivekKarwa)
Apoorva Vora, Founder, Finolutions WealthCare LLP (@ahvora)
Romil Kapoor, Executive Director, Vmaximo Alternate Wealth LLP (@_romilkapoor_)
June 1, 2018
16:00 - 17:00
Importance of Succession Planning
Aditya Gadge, Founder & CEO, AIWMI (@adityagadge)
Manu Sreenivasan, Managing Director, Wektra Family Office (@msreenivasan)
Rishabh Shroff, Partner, Cyril Amarchand Mangaldas (@cyrilamarchand)
Tariq Aboobaker, Managing Director, Amicorp Trustees (@tariqaboobaker)
Sandeep Nerlekar, Founder & CEO, Terentia Consultants (@SandeepNerlekar)
Pallabi Ghosal, Partner, AZB & Partners (@GhosalPallabi)
Senior Managing Partner, IIFL Private Wealth
Umang is the Senior Managing Partner at IIFL Investment Managers and has more than 18 years of experience in investments and wealth management. Asa part of his role at IIFL Investment Managers, Umang provides strategic guidance for investment decisions across asset classes including Equities, Real Estate, Fixed Income, Commodities and Alternatives with a focus on continuous product innovation.
Umang has spearheaded launch of several Alternative Investment Funds (AIFs) in India and also serves on the Investment Committee of several AIFs. He is also responsible for third party fund manager due diligence and selection, alternative investments, deal sourcing and provides continuous support to the Sales Team. Umang holds board positions in a couple of companies including IIFL Alternate Asset Advisors which offers customised fund solutions to ultra-high net worth families. Umang also served on the board of IIFL Wealth Finance Ltd. (a systematically important NBFC) from February 2016 to November 2017.
Chief Executive Officer, Reliance Wealth Management Limited
Nitin Rao is the Chief Executive Officer of Reliance Wealth Management Limited. He has had a multi-disciplinary career of 28 years in the financial sector across equity research, stock broking, product management, distribution of financial products, high networth and private banking. He is an engineering graduate from the College of Engineering, Pune and has a Masters in Business Administration from the Symbiosis Institute of Business Management. Prior to Reliance Wealth Managment, he has worked with HDFC Bank for almost 19 years, where he played a key role in building a successful multi-segment wealth management business which has been recognised across the industry.
Director & Head, Global Wealth Management, Quant Capital
Anurag is a Director and Head of Global Wealth Management at Quant. He has 16 years of experience in private banking and wealth management business. He is instrumental in setting Wealth Management business at quant capital. Over the last 4 years the business has been successful in setting advisory proposition and manages a combined Asset Under Advisory of USD 600 mn. quant has been awarded Best Regional Financial Advisor (West) by CNBC TV18 and Most Admired Financial Service Provider at BFSI Awards 2015. Prior to joining quant, he had a 11-year stint with Standard Chartered Bank as business head of wealth advisory, SCB India, focusing on managing & building the business for high net worth individuals and corporate clients. During his tenure, the bank was awarded the Best Financial Advisor Award (CNBC TV-18) for 2009/2010 and the best “Structured Product” award by Structured Product Magazine Asia. The total AUM during his tenure hit an all-time high at US$3 billion. Anurag is alumni of INSEAD, France and Sri Ram College of Commerce, Delhi University and has PGDBM from Entrepreneurship Development Institute of India, Ahmedabad.
CEO, Miles Software
Milan is a First-Generation entrepreneur with over two decades of hands-on experience in the financial services space. His deep domain knowledge in the Wealth and Asset management and wide experience in using technological advancement to the investment management community has helped the company become the No #1 Private banking solution provider today.
His ability in creating value to the investment management community has been commendable. He has played a pivotal role in bringing in automated and digitized tools such as Robo advisory, Cognitive computing to the investment management industry. His expertise in product, operations, technology and sales and marketing management has led the company transformation to being the leader in the wealth and asset management space. He is considered a thought leader in the financial services space in the domestic market and has been instrumental in building Miles into a Global company. He has successfully enforced the corporate vision into strategic intent and then moved the teams to embrace it. Milan is a member of the Advocacy & Knowledge Management Committee for the Indian Institute of Alternate Investments funds.
CEO – Wealth Management and Priority Banking, Kotak Mahindra Bank Limited
Jaideep Hansraj heads Kotak bank’s Wealth Management and Priority Banking, which manages over 40% of India’s top 100 families. He has been with Kotak for over two decades. He is part of the Bank’s Executive Board that drives and oversees the Kotak Mahindra Group’s growth charter.
Founder & Chief Executive Officer, Sanctum Wealth Management
Shiv Gupta is the Founder and CEO of Sanctum Wealth Management. He oversees all aspects of the wealth business, where he heads a team of more than 90 staff, including 25 Wealth Managers located across 5 offices in India.
Shiv was part of the RBS Group for 15 years where he most recently oversaw RBS’ Private Banking business in India, prior to its acquisition by Sanctum in 2016. He also had a stint as the Co-Head of Coutts’ Middle East business, operating from Dubai, and was one of the founding members of the Coutts International South Asian business, based in Singapore.
Prior to the RBS, Shiv worked with the Private Banking divisions of BNP Paribas and Citibank, in Singapore and Switzerland.
Born in India, Shiv holds a Bachelor’s degree in Economics (Hons) from the Hindu College, Delhi University, and is also a graduate of the Harvard Business School’s General Management Program (GMP).
CEO & Country Head, JLL India
Ramesh Nair is the CEO & Country Head of JLL India – the largest real estate services firm in the country. He drives JLL India’s overall direction, strategy and growth and has over 20 years of multi-functional hands-on experience in the real estate business. Ramesh leads a client-focused team of more than 9,500 diverse professionals with India business estimated revenues for FY 2017-18 expected to be ~INR 3,200 crores. In this capacity, he uses firm-specific knowledge and experience, and leverages extensive familiarity with all aspects of the firm’s industry and business practices and strategy to lead the firm and its people and help protect and enhance the culture and values and articulate a vision of the firm’s strategy in India. Prior to this, held positions such as COO – India, MD – West India, India Head of Land, South India Markets Head, MD – Chennai, MD – Hyderabad, and MD – Industrial.
Ramesh is one of the top Ranking professionals in the Indian Real Estate Market. He is a member of the Asia Pacific Board and proudly represents India in the J8 group of JLL’s top 8 revenue contributing countries globally. He has also been awarded the Talent Magnet accolade in 2017- for sourcing and retaining top talent in the Real Estate market. Under his leadership, JLL India was rated amongst the best places to work in India by the Great Place to Work® and The Economic Times in 2017 and 2018. Over the last 20 years, he has been part of the core team responsible for making JLL the largest real estate advisory firm in India. He has worked Hi across diverse asset classes such as office, retail, land, residential, warehousing and industrial, advising many domestic and multinational owners, occupiers and investors in India. Having structured and negotiated almost every form of transaction, he has been instrumental in championing the adoption of technology through innovative concepts within JLL. His work has helped his clients define and deliver successful real estate projects of the highest quality.
Head- Private Wealth Management, ICICI Securities Ltd
Anupam Guha is with ICICI Securities Ltd as an Executive Vice President, heading the Private Wealth Management (PWM) and Equity Advisory Group (EAG). He hasbeen with the ICICI Group for the past 17 years across retail, institutional and private banking business, which also includes over a decade in Private Banking business, both in India and Overseas. He is one of the founding members that helped set up the Private Wealth Management business at ICICI Securities.
Head- Fixed Income, Axis Mutual Fund
R Sivakumar is an engineer from IIT Madras and PGDM from IIM Ahmedabad who is currently responsible of managing the Fixed Income investment team, process and performance at Axis AMC.
He has over 20 years of experience in the Indian asset management industry across asset classes and has managed Fixed Income funds at Sundaram and ABN AMRO Mutual Funds in the past.
Head of Blockchain Practice, Nishith Desai Associates
Vaibhav Parikh is an Electronics Engineer and a Lawyer. He is the head of Bangalore office of the multi-skilled, research-based international law firm, Nishith Desai Associates (www.nishithdesai.com). He also heads the Technology, Mergers and Acquisitions, Private Equity, Cyrptocurrency and blockchain practice groups. He is a member of firm’s executive committee. He has a wide range of experience in corporate and technology transactions. He has advised several private equity and venture capital funds in their investments, specifically in e-commerce, technology, media and life sciences industry. He also has significant experience in M&A transactions including advising on one of the India’s largest e-commerce transaction.
As part of the firm’s Cyrptocurrency and blockchain practice, he led the team engaged by the industry association to frame self-regulations for the sector based on international best practices. He has also been involved in advising the leading Cyrptocurrency exchanges in India, and has been quoted in leading financial dailies on the subject. He has been passionately involved in setting up operations and raising finance for several start-up companies.
He works closely with TiE, IVCA and NASSCOM to help government on startup policy.
He is actively involved in the Intellectual Property Practice and is in charge of industry focus group for IT, Telecom, and Media. He has advised many leading Indian e-commerce companies in their operations from a legal and regulatory stand point.
He has been ranked as Leading Lawyer in Mergers and Acquisitions Practice by IFLR1000 in the year
2017 Asia Pacific. He has been nominated as one of Leading Lawyer in Private Equity Practice by IFLR1000 in the year 2013. He has also been nominated as one of the world’s leading practitioners in ‘Who’s Who Legal’ for Regulatory Communications. He is recommended by Legal 500 as an expert in TMT and competition law in 2014. He has regularly been ranked number one for TMT by Chambers and Partners. Vaibhav Parikh is regularly sought after for his extensive experience in advising on technology matters, with an emphasis on corporate transactions.
He has authored several papers and lectured at several prestigious gatherings on a worldwide basis. He has also been acknowledged as a ‘Highly Recommended Lawyer’ for Outsourcing, and Telecom and IT and ‘Recommended Lawyer’ for Intellectual Property by the PLC Which Lawyer? 2009. He has represented NASSCOM at a WTO symposium at Geneva for presenting a paper on ‘Movement of Natural Persons’ in 2001. He is a Charter Member of TiE, Bangalore Chapter.
MD & CEO, Centrum Asset Management
Shujaat is the Managing Partner & CEO of Centrum Alternatives LLP, which is the investment management arm of Centrum Capital. Centrum Alternatives manages dedicated funds across asset classes including private equity, public equity, private debt and real estate. Shujaat has more than 18 years of investing experience in India as co-founder and Managing Director of Blue River Capital and General Partner of Chryscapital. Prior to investing in India, he was with Merrill Lynch International in Asia and Travelers Group (now Citi) in the US in corporate finance and mergers and acquisitions. Shujaat has an MBA from Harvard Business School and a BA in Economics, magna cum laude, from University of Rochester.
Co-Founder, Client Associates
Himanshu is the co-founder of Client Associates. He has 22 years of experience behind him in the areas of Investment Banking & Private Banking. Prior to setting up CA he worked with Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group.
Over the years, Himanshu has earned the distinction of pioneering the concept of Family Office in India and has built one of the finest teams of private bankers which works with some of the most distinguished wealthy families of India. He has built up a specialization in providing complex wealth management solutions to the needs of Family Business Owners & Entrepreneurs in India. He authors the quarterly chronicle of Client Associates – CA Quarterly – which has built its own following in the industry. He pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market.
Himanshu received the “Outstanding Young Private Banker 2010 as part of the Private Banker International’s Global Wealth Awards” by PBI-VRL. He also received the recognition of “Most Prominent Asian Leader” by Citywealth, UK in 2009.
Himanshu has been invited several times to contribute columns and discussions on the domain of Financial Planning and Wealth Management by both print & electronic media. Besides, he frequently gets quoted by major national news media. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.
Himanshu is passionate about sports in general and actively participates in cricket & golf. He is closely associated with various CSR initiatives for Client Associates. He is on the Board of Royal Alliance India. Besides this, he is also on the Governing Board of Vidya School, promoted by Vidya Comfort Academy for the underprivileged children. He is married to Parul who is working for Pragati, a voluntary organization for underprivileged children.
Himanshu is an alumnus of Shri Ram College of Commerce (SRCC) from where he did his B. Com (H). He received his Masters degree in Finance & Control (MFC) from University of Delhi. In the year 2008, he has been honored with the “Distinguished Alumnus Award” from the Department of Financial Studies, New Delhi.
Head Products & Advisory, Ambit Capital Private Wealth
Pranab heads the products and advisory functions at Ambit Capital Private Wealth. He is a private banking veteran and has worked with HSBC and Standard Chartered private banks. He was also a part of India’s first multi family office – Altamount Capital. Pranab is an alumnus of IIT Madras and IIM Calcutta. He has recently co-authored a book – “Coffee Can Investing – The low risk road to Stupendous Wealth”
Head- Research, MCX
Dr. V. Shunmugam is Head, Research, at the Multi Commodity Exchange of India, or MCX,
Mumbai. As head of MCX’s Research Department, he is responsible for analysis of market
data and trends, as also policy developments in India and abroad, and informing the
participants, management, regulators and policymakers of the same. He started his career in
1997 and has rich professional experience in various roles at NRI Fintech, Metropolitan
Stock Exchange of India, and at the Embassy of the United States of America.
Dr. Shunmugam has a passion for writing and has contributed a large number of articles,
analyses, papers, etc. on a wide range of topics, published in various reputed national and
international journals, financial dailies, trade publications, and books.
Head – Alternative Investment, Patni Family Office
Ajay is a qualified Chartered Accountant & MBA from IIM Lucknow. He is an accomplished professional with over 14 years of experience across Investment Management, Alternate Investments, Corporate Strategy & Planning, Corporate Finance & Investment Banking, Valuations & Financial Modeling. He serves as Board Member on a JV company set up by Amazon & Patni Family Office. He leads CURRAE Healthtech Fund, arguably India’s largest dedicated healthtech Fund (by Deal Volume) and mentors several portfolio companies. Besides this, he manages Alternate Investment Portfolio & leads Strategy for Patni Family Office.
Legal Manager, Amicorp Trustees
Namita Agarwal, Legal Manager, Amicorp Trustees (India) Pvt. Ltd., has over 10 years’
experience in estate & succession planning. She brings in her rich experience in personal succession laws, cross border laws of succession,
laws of succession for various class of assets. She has assisted clients in creating a succession
plan by advising them, drafting Wills, creating Private Family Trusts, creating Charities, gifts
during lifetime, creating trusts for children with special needs, etc. She has successfully assisted
the legal heirs of individuals in obtaining probate, succession certificate for transmission of their
She has been instrumental in creating awareness about the need to create a succession plan by
giving presentations to various social and corporate groups.
Namita is a law graduate from Government Law College of India. She is also a Company
Secretary and has previous working experience in C.S., law firm and corporate compliances.
Head – Private Wealth Management, Edelweiss Financial Services
Anshu Kapoor leads the Private Wealth Management (PWM) business at Edelweiss. Edelweiss’s PWM business caters to the needs to Ultra-high net-worth individuals, Family Offices and Institutions.
A CFA and a business management graduate from Delhi University, Anshu Kapoor brings with him almost two decades of experience in Private Banking, International Financial Markets and Consumer Banking.
Prior to Edelweiss, Anshu was a Director at Merrill Lynch in India, where he was instrumental in developing the Private Banking Investments Advisory platform and the cross-border business that straddled Middle East, Asia Pacific and North America. He brings with him vast expertise in International Financial Markets owing to his earlier stint with HSBC Private Bank in Dubai.
CEO, Blockchain Advisory Council LLC
A Chartered Accountant by qualification, Ashish is CEO of Blockchain Advisory Council LLC an ICO & Blockchain consulting firm. Founded by professionals across the globe, each having more than two decades of experience in Investment Banking, Venture Capital, Hedge Fund & Technology, BAC LLC boasts of a global network of 100+ ICO advisors having more than 500 Million of ICO raises under their belt.
In addition to BAC, Ashish is founder of CreditMart an upcoming blockchain powered Online Lending Platform for SME. He also is part of Investment Advisory Board of BullToken, Norway and sits on Advisory Board of SocialPay, USA.
Co-founder, Omnivore Partners
Jinesh Shah is the co-founder of Omnivore Partners, a venture fund investing in early stage Indian start-ups developing breakthrough technologies for food, agriculture and rural livelihoods.
Omnivore invests in the following domains:
1) Agriculture Technology
- Digital platform, big data solutions
- Precision agriculture, Internet of Things
- Remote Sensing, UAVs, farm automation
- Sustainable inputs
2) Innovative Food
- Branded products, novel ingredients
- New food processing technologies
- Value chains linked to farmers
- Traceability, food safety and nutrition solutions
3) Rural Livelihoods
- Water management
- Fintech for farmers
- Efficient energy tech
- Supply chain tech
Jinesh is a Director for multiple Omnivore-backed startups, including Stellapps Technologies, Barrix Agro Sciences, Retigence Technologies and FR8. Previously, Jinesh was the Vice President and CFO at Nexus Venture Partners, one of India’s leading early stage venture capital funds, where he lead the finance organization and also few select portfolio investments. He earlier served in Finance roles with Datamatics (leading Treasury/M&A), Patni Computers (initiating the IPO process), and HCL Technologies (founding the BPO business).
He is a Chartered Accountant with B.Com from R. A. Poddar College and an MMS (Finance) from the Jamnalal Bajaj Institute of Management Studies (JBIMS).
Senior Vice President, DSP BlackRock Investment Managers
Anil has been working with DSP BlackRock Group since 2003 and is currently responsible for
Products & Passive Investments. Previously, he served as the Business Head & Chief
Investment Officer at DSP BlackRock Pension Fund Managers and prior to that leading the
Risk and Quantitative Analysis team at DSP BlackRock Mutual Fund.
He also worked at IL&FS Asset Management Company and at S.R. Batliboi a member firm of
EY. He is currently serving in volunteer capacity as a Director of the India Society of the CFA
Institute. Anil has been recognized in the AIF industry body IAAIF’s “40 Under 40”
Alternative Investment Professionals list of 2018.
Founder & CEO, Finolutions Wealthcare LLP
Dr. Apoorva is Founder & CEO of Finolutions Wealthcare LLP, a boutique Business Consultancy firm catering to Wealth Management firms. The firm is aimed at helping larger Financial Advisory firms / small to mid-sized wealth management firms, onboard products & services that are otherwise available only to some very large Private Bankers. Finolutions works as a B2B consulting firm and caters to over 90 advisors / wealth managers across 23 cities in India currently, largely restricting to Alternative Investment space.
Dr. Apoorva comes with about a decade of experience in Software Development and over 2 decades in Financial Services across Merchant Banking, Distribution, Portfolio Management Services, Research, Advisory and Products function. He has worked across organizations like Lloyds Capital Management, ASK Raymond James, Birla SunLife Distribution, Franklin Templeton, UTI AMC and Trust Group before starting his own firm in 2013. He is a graduate in Commerce as well as Law, a diploma holder in Taxation, an MBA and a Certified Financial Planner by qualification.
Chief Investment Officer, Waterfield Advisors
Munish has over 22 years of industry experience with some of the country’s leading financial institutions like Avendus, Fidelity and ABN Amro Bank and brings with him extensive knowledge of the financial markets and investment strategies across asset classes. Munish specialises in providing comprehensive and unparalleled advice to clients across their portfolios holdings.
CIO – Equities, Edelweiss Asset Management
Harshad, aged 46 years, is a B.Tech. (IIT), MBA (IIM) and a CFA by qualification. Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer – Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Harshad worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
Founder Director & CEO, TrustPlutus Wealth Managers
Rajendra Kalur is the Founder Director & CEO of TrustPlutus Wealth Managers (India) Private Limited and TrustPlutus Family Office & Investment Advisers (India) Private Limited, has over 21 years of experience in the Financial Services domain comprising Asset Management, Investment Banking, Wealth Management and Insurance. Rajendra has worked across the value chain and has proven expertise in nurturing nascent businesses and transforming business models.
Prior to heading TrustPlutus, Rajendra has worked with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch and General Insurance Corporation of India in various capacities.
Rajendra is an MBA from Cranfield School of Management, UK and holds a post Graduate Diploma in Marketing from Chartered Institute of Marketing, UK. Rajendra is also a Chartered Financial Analyst, from CFA Institute, US and a CERTIFIED FINANCIAL PLANNER from FPSB, India.
Rajendra is a public speaker, an occasional blogger and newspaper columnist.
Rajendra is also a long distance Runner and Cyclist.
Co-founder and Managing Partner, Ankur Capital.
Dr. Ritu Verma is Co-founder and Managing Partner at Ankur Capital.
Prior to focusing on social entrepreneurship, Ritu was director at
Truven, a boutique advisory company for venture funds looking at
investments in India and SE Asia. She is passionate about bringing
innovation from lab to the market and did that for over a decade across
different roles at Philips and Unilever. She holds an MBA from INSEAD
and a Ph.D. in physics from the University of Pennsylvania.
Chief Investment Officer, ASK Wealth Advisors
Gaurav Arora comes on board with a wide range of experience spanning a decade in the Private Wealth Management industry. He specialises in Product Management/Investment Advisory/Family Office/Credit and Fund Management. He has a deep understanding of various investment asset classes and strategies, and an acute sense of structuring innovative investments for clients in varied market conditions. Prior to joining ASK Wealth Advisors, He was the CIO for Religare Private Wealth Products and Advisory division, and has worked earlier at IIFL Private Wealth Management as SVP for Products. He has also worked with Citigroup and Standard Chartered Private Bank, after completing his PGDBM from IIM-Bangalore in 2003.
CEO, Karvy Private Wealth
Abhijit is responsible for building and growing the business, across both the Indian and Overseas markets.
An MBA from IIM Lucknow and a BE in Mechanical from VJTI, Mumbai. He has 20 years of experience in the areas of Wealth Management/Financial Services Industry in India & overseas, he has also worked in other areas like asset management, cash management, corporate banking & retail banking. He has also headed the Private Banking business in the past. Abhijit brings to the table rich senior management experience building organisations of scale and exhaustive knowledge of direct marketing and sales. Prior to that, he has worked with Deutsche Bank, HSBC and ICICI Bank.
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