Indian Wealth Management Forum 2017

Rohit Bhuta is a senior executive with over 26 years’ experience, most of which (22 years) with the Macquarie Group. He has worked across eight key markets globally and has had extensive experience in the private banking, wealth management and asset management space. He has lived and worked in New Zealand, Australia, UK, South Africa, Malaysia, Hong Kong, India and Singapore. He has held senior leadership and strategic roles over the years, spanning multiple layers and levels of accountability. He is currently the CEO at Crossinvest (Asia) Pte Ltd, a family owned multi-generational independent asset management company providing (discretionary) investment management, investment advisory and family office solutions and services to investors globally. His role prior to this was working as a senior adviser to Macquarie Group’s Commodities and Financial Markets group, with a mandate to design and execute go-to-market strategies with the family offices, private banks and asset managers across Asia. His role prior to that and before a year-long sabbatical (2014), was the CEO of Religare Macquarie Private Wealth, a private wealth company domiciled in India but targeting high / ultra-high net worth investors globally. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005. Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Africa and Asia, in particular within the wealth management / private banking industry.

Umang Papneja is the Senior Managing Partner at IIFL Investment Managers and has more than 16 years of experience in investments and wealth management. As part of the Executive Committee 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 was part of the team which pioneered Alternative Investment Funds (AIF) in India and launched several innovative products for the investors.He is also responsible for third party fund manager due diligence and selection, alternative investments, deal sourcing, asset management products and provides continuous support to the Sales Team.Umang holds Board positions in few companies
including IIFL Wealth Finance Ltd. which has total loan assets worth Rs. 67 billion as on March 31, 2018. He also guides Emerging Market Investors across geographies who seek access to and opportunities in Emerging Markets (primarily India) in Equities, Fixed Income and Real Estate. Umang is an electronics engineer and holds a Masters degree in Management from Jamnalal Bajaj Institute, Mumbai.

Karan Bhagat is Founder, Managing Director and Chief Executive Officer of IIFL Wealth & Asset Management. Karan joined IIFL Holdings Ltd. (formerly India Infoline) to set up IIFL Wealth & Asset Management in 2008. Karan has more than two decades of experience in the financial services industry. He is responsible for providing direction and leadership towards the achievement of the organization’s philosophy, mission, vision and its strategic goals and objectives. He has built a team of experienced and talented professionals, who manage some of the most distinguished families in India & abroad. Under his able leadership, IIFL Wealth & Asset Management has grown from its humble beginnings to one of the leading wealth management companies in India managing more than USD25 billion in client assets. He featured in Fortune India’s ‘40 under 40’ list in 2016 and 2017 and The Economic Times ‘40 under Forty’ list in 2017. He has received the URS Asia One Global Indian of the Year award in 2018. Karan holds an MBA in Finance from the Indian Institute of Management, Bangalore and acquired his bachelor’s degree in Commerce from St. Xavier’s College, Kolkata.

Rajesh Kothari is Founder and Managing Director of AlfAccurate Advisors (AAA) – one of the leading Investment Advisory Firm in India. A CWA and an MBA by qualification, he has a rich experience of more than 22 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AAA India Opportunity PMS has delivered 22.2% CAGR since its inception (23 Nov 2009) to 31 July 2018 compared to benchmark (BSE500 Index) return of 10.1%. CNBC, CRISIL, MyIris and others recognized his performance and awarded him for delivering unrivalled risk-adjusted returns.

During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Investment Managers), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. Economic Times recognised his performance and awarded him as a ‘Platinum Fund Manager’. Additionally, he won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. 

He is also actively involved with ‘Arham Yuva Seva Group’ - a philanthropic initiative with several significant programmes for a better world for the youth.

Saurabh Mukherjea is Chief Executive Officer at Ambit Capital.

Prior to joining Ambit, Saurabh co-founded an equity research firm, Clear Capital, and also successfully built the Equities business for Execution Noble in India, right from its inception. "Voted as the No.1 Strategist in India in 2014, 2015 and in 2016 by Asiamoney, Saurabh has played a crucial role in transforming Ambit into one of the most successful brokers in India. It is under his stewardship that Ambit has been ranked by Asiamoney as the ‘Most Improved Brokerage House in India’ for 5 consecutive years. In 2016, Ambit was also rated as the ‘Most Independent Brokerage’ in India.”

Saurabh, author of bestsellers – Gurus of Chaos and Unusual Billionaires, also contributes monthly columns for Outlook Business and VC Circle besides writing several pieces for newspaper editorials. Saurabh has a BSc and MSc from the London School of Economics, London, UK and is a CFA charter holder.

Saurabh holds MSc and BSc degrees from the London School of Economics, London, UK. He contributes to monthly columns for Outlook Business, Wealth Insight and VC Circle, and has also had his articles published in Forbes India and Value Research.

Satheesh Krishnamurthy heads the Affluent & NRI Business for Axis Bank. He joined Axis Bank in March 2014. Under his leadership, the Bank launched their most premium brand, ‘Burgundy’, a bespoke wealth management offering for Affluent clients. Over the last couple of years, the assets under management of this business has crossed USD 18 billion, making it one of the fastest growing business units within the Bank and in the industry. Prior to joining Axis Bank, Satheesh worked with Citibank across multiple geographies for over 13 years. In his most recent role with Citibank, he headed Citigold - Citibank's flagship brand in the affluent space. He was instrumental in launching Citigold Private Client (CPC), an exclusive offering for high net worth clients with over USD 1 million relationship size with the bank. Satheesh has worked across various business functions starting with the Corporate Salary accounts Business, Business banking, Cards, Sales & Distribution, and the Affluent Business across geographies. He also did a stint in New York as part of Citibank's prestigious ‘Global High Potential Talent Development Program’. He returned to India as the Sales Director for the Cards business, and was part of the team which developed a new Universal Banker distribution architecture which was responsible for all retail product sales. Satheesh was featured in Fortune India as India’s ‘40 Under 40’ in 2016 & in Business Today as ‘India's Hottest Executives in the Corporate Sector’ in 2015. He is a Director on the board of FIAI, India’s financial distributor’s body working towards strengthening the cause, development, education and progress of the wealth management industry. Satheesh graduated from IIT Kharagpur and holds an MBA degree from FMS, Delhi.

Nipun Mehta is a Fellow member of the Institute of Chartered Accountants of India and a highly distinguished professional of the Indian Financial Services industry. His experience spans across global and domestic institutions like Societe Generale and the IL&FS group, and across Private Banking and Wealth Management. He is the Founder & CEO of BlueOcean Capital Advisors. Nipun’s last assignment was as Executive Director and India Head Societe Generale Private Banking. He earned global recognition as “The Global Outstanding Young Private Banker” for his work at Societe Generale which spanned across geographies and across asset classes.

Nipun has also played a key role in formulating regulatory policies for the Indian capital markets by being a part of advisory committees set up by SEBI, including those like ‘Buy Back of Shares’ and ‘Derivative Margining’.

He is frequently invited for his views in print, on television and on global Newswire agencies. Nipun is the author of the best-seller book OTC Exchange of India.

He has been featured in a TV series ‘Tycoons of Dalal Street’ for having been a sustainable and successful participant of the Indian capital market since more than 2 decades.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

With more than two decades of experience in Financial Services across Wealth Management and Private Banking, Arpita has been part of the core team that set up Centrum Wealth Limited. An Electrical Engineer and MBA, Finance, from Faculty of Management Studies (FMS), Delhi, she also holds the STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross boarder succession, international taxation and family business advising. Prior to Centrum, she was the Head of Premier Banking at HSBC and was responsible for managing one of the largest affluent banking propositions in the country. She left HSBC to be part of the founding team of Centrum Wealth Limited. At HSBC India, she was rated among the top 3% of employees globally with an EDC (Executive Development Centre) Ranking of 1 in 2010 and identified as a part of the Country Talent Pool. As Co-Head of Centrum Wealth, she has been responsible for providing strategic direction to the firm and leading the firm to a leading position in the business. She is also credited with conceptualizing and successfully executing some of the very significant growth initiatives and an array of proposition enhancements at the firm. Most notable among them include Centrum’s Family Office Business that provides a comprehensive one-stop investment management, wealth planning, administration and structuring, tax and legal advisory, corporate solutions, philanthropy and CSR opportunities. Centrum Wealth Limited was chosen by Private Banker International (PBI) for the prestigious Best Family Office Award at their 30th Annual Private Banker International Global Wealth Awards 2020. She seeded the Structured and Alternate products business line, an area where the firm has established solid credentials and where the business has grown manifold in the firm’s short existence. She set up the offshore businesses for Centrum Wealth office in Singapore. As an Executive Director on the company’s board, she has helped to steer the firm from the venture to growth stage in the very competitive wealth management space. She is also an Independent Director on the board of the West Coast Paper Mills Ltd (WCPM), one of the largest paper manufacturers in the country. She has received several awards and recognitions for her work and contribution. She was featured among India's Top 100 "Women in Finance" - 2019 presented by AIWMI. She was a winner of the Women Super Achievers Award in the field of Finance by the World Women Leadership Congress in Feb 2017. Arpita was appreciated by the Business Sight Magazine as one of the “BS the 10 Successful Business Women to Watch In 2019 for her contribution in Indian Business “. She takes active interest in estate and succession planning and is a member of the Indian chapter of STEP, an international body of trust and estate planning professionals and the International Tax Planning Associates (ITPA). She is also a regular speaker in wealth management, family office and alternative product forums and seminars.

Himanshu is the co-founder of Client Associates. He has over 2 decades of experience 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. Himanshu has the distinction of pioneering the concept of Family Office in India. Over the years, he has built one of the finest teams of private bankers who work with some of the most distinguished families of India. He has built expertise in providing complex wealth management solutions to address the needs of Family Business Owners & Entrepreneurs in India. He authors the monthly chronicle of Client Associates – CA Monthly – that has a large following in the industry. He also pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market. Himanshu received the Outstanding Young Private Banker 2010 Award as part of the Private Banker International’s Global Wealth Awards by PBI-VRL. He was recognised as The Most Prominent Asian Leader by Citywealth, UK in 2009. Himanshu has been invited several times to contribute to columns and discussions on the subject of Financial Planning and Wealth Management by both the print & electronic media. Besides, he is frequently quoted by major national news media because of his expertise in this domain. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.

Himanshu is passionate about sports and actively pursues 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 underprivileged children. His wife, Parul, shares his interest in philanthropy and works 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 (Hons). He received his Master’s degree in Finance & Control (MFC) from the University of Delhi. In 2008 he was honored with the Distinguished Alumnus Award from the Department of Financial Studies, New Delhi.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Sandeep Lalwani heads a number of strategic initiatives for Miles. He is a financial services professional with over 25 years of experience in the industry. He commenced his career with Arthur Andersen's fastest growing practice in India in the mid-1980s and has gone on to work on projects and advisory services with leading financial institutions like Deutsche Bank, Standard Chartered Bank,  H&R Block to name a few. Having worked in over 45 countries, Sandeep has contributed significantly in Miles foray into the Global Markets. Since 2006 Sandeep has been closely associated with the growing Asset and Investment Management Firms in India, Mauritius, UK and now Philippines. His expertise covers the technology and operational needs of these firms and has been a keen proponent of the use of technology solutions to provide customer with insights into adviser and portfolio performance.

Nishant has a total of 12yrs of experience in IT Industry. He has proven domain expertise in Capital markets asset classes like Equity, Derivatives, Commodities, Currency and Other Asset classes like Mutual Funds and Debt. 

He has expertise in Wealth Management and Asset Management, and in Exchange trade life cycle that includes Pre-Trade and Post Trade activities.

He started career as executive support engineer and have grown up the ladder since then. He has worked as Business Analyst, Project Manager, Pre-Sales and now working with Miles Solutions as a Vice President - Product Solution.

Radhika Gupta, CEO, Edelweiss Asset Management Ltd, has over 12 years of experience in domestic and global asset management across investments, sales and distribution. Prior to this, she was with Edelweiss Global Asset Management as business head – multi strategy funds. 

As the Business Head, she was responsible for setting the strategic direction for the team’s investment, distribution and platform. Her experience spans across product development, investments and sales distribution for national distributors, private banks, wealth managers and IFAs.

Prior to joining Edelweiss in 2014, she was a Portfolio Manager with the US based AQR Capital Management, now a $170 billion dollar asset manager, and a consultant with McKinsey & Company.  She subsequently co-founded Forefront Capital Management Pvt. Ltd., a boutique PMS and AIF manager, which was acquired by Edelweiss in 2014. Radhika was an integral part of the acquisition of Forefront in 2014, the acquisition of the onshore business of JPMorgan Asset Management in 2016, and the acquisition of Ambit Alpha Fund in 2016.   

Radhika is a graduate of the Jerome Fisher Program in Management and Technology from the University of Pennsylvania, receiving joint degrees in Economics from the Wharton School and Computer Science Engineering from the Moore School.

An alumni of Columbia Business School and NMIMS, Bhavesh brings in nearly three decades of experience, of which, the last 16 years are with the Financial Services industry. Throughout his career, he has been known for building, leading and motivating teams to excel in highly demanding and dynamic business environments. He lead a team of 250 people pan India at Aditya Birla Finance Ltd a leading NBFC while serving as the Head-Wealth Management. At Emkay he puts to good use his entrepreneurial drive combined with business-management skills to drive gains in revenue, market share and profit performance. Education: MBA – Columbia Business School and NMIMS.

Pranab is the Head of Products and Advisory Desk at Ambit Private Wealth. 

He has been a part of the private banking industry for the last 12 years, having worked with HSBC and Stanchart Private Bank. He was also part of India's first multi family office, Altamount Capital.

Pranab is a Chemical Engineer from IIT Madras and an MBA in finance from IIM Calcutta.

Tushar has over 20 years of experience in various roles through his career. He is an MBA in Investment Finance, having graduated from the University of Hartford, Connecticut, USA in 1992.

Prior to joining HSBC Global Asset Management, India in June 2009, Tushar has also worked in international positions in the United States before returning to India in 1995. In India he has worked with HDFC Asset Management and more recently with AIG Global Asset Management in senior asset management roles.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

Guneet Singh – MBA in Marketing from IMI New Delhi.

Guneet is a Founder Member at IDFC Pvt. Banking which started business a year ago. He has had successful stints with HSBC, HDFC Pvt Banking prior to his current assignment. With 16 years experience in Financial Markets he specializes in advising clients – both Individual and Corporates on Investment Advisory and Wealth Management. 

Sunil has over 15 years of experience in providing financial services solutions to clients. His areas of focus include trustee and private client services, regulatory compliance and immigration. Prior to joining the firm, he worked at PwC’s Financial Services practice and at Deutsche Bank in London. He is a qualified Chartered Accountant and Trust and Estate Practitioner. He has a first class honours degree from Oxford University.

Shanker Iyer is Executive Chairman, Asia of Iyer Practice, a specialist advisory firm, which is wholly owned by SGG Group, an investor services group active in over 20 countries. Shanker is currently the Chairman of the International Fiscal Association, Singapore Branch and is a member of the ACCA Global Tax Forum. He is a past Chairman of the Singapore International Chamber of Commerce, European Chamber of Commerce and British Chamber of Commerce. With extensive experience spanning a long career, Shanker has built an expertise in advising privately-held businesses, high net-worth individuals and family offices, on a wide range of international tax, regulatory, immigration and trust matters.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

Jagdish is a Capital Markets professional with 16+ years of experience in Capital Markets, Wealth Management, Custody and IT Products business. Rich Domain experience spanning across Asset Classes, Business Process, Back office operations and Advisory Services. He has donned Multiple hats of Operations Manager, Front office sales, Business Analyst and Product Manager across Financial Institutions and IT firms. He is a keen follower of the Capital Markets and Wealth Management industry

A true hardcore techie at heart, Sriram Narayanan has been an important part of the customer acquisition process of KGiSL in wide geographies with his unending thrust and passion for the scope of information technology in turning the world around.  He is the Director of Business Solutions, Banking & Financial Services in the Singapore and India for KGiSL.

With excellent skill in software development particularly wealth management suites, Rajkumar has closely associated with the asset management community and has first-hand knowledge of the requirement and industry trend in the current scenario. He currently manages the team credited for the development of our flagship wealth management solution, Bullfinch. 

Rajesh started his career in 1995 – spent about 6 years in Equity Research in India. His last tenure was with UTI-Nomura Securities in Mumbai after which he shifted to Bahrain in 2000. He spent about 6 years outside India managing proprietary money of bank treasuries. He also successfully set up and managed a desk that focused on co-investment opportunities across global asset classes along with Institutional and family office clients of these banks.

Rajesh worked with TAIB Bank EC as Deputy Director for about 3 years and then as Fund Manager with National Bank of Bahrain for about 3 years till June 2006 when he relocated back to India.

Since 2006 he is with Kotak Bank heading our Wealth SBU’s Investments desk. On December 2012 he has also taken up additional responsibility of Family Office.

Rajesh is a Chartered and Cost Accountant from India with a CFA and FRM degree from the US. 

Gautami heads the Estate Planning Division and is engaged in offering succession and estate planning solutions to private clients.  She has a rich experience in law and financial services industry. Gautami set up Kotak's Estate Planning business and has been with Kotak since 2005. Prior to joining Kotak, Gautami was associated with ICICI Bank for 1 year and was with Kanga & Company, one of the leading and oldest Law Firms. She is a qualified Solicitor and a member of Bombay Incorporated Law Society and is also a Law Graduate from Mumbai University. When she is not advising clients, Gautami is engaged in trekking, reading and photography.

Shuja Siddiqui is the Head of Products and Investment Research at L&T Finance - Wealth Management. He has been with the firm from inception. He has immense experience in the field of investments across equity, debt and alternates. He has been instrumental in setting up the product desk of L&T Finance Wealth Management. He has 17 years of total experience. He has worked with a local as well as a MNC bank in the Private Banking space in the investments divisions. He also headed the Products at Motilal Oswal before joining L&T family.

He is commerce graduate Sydenham College of Commerce and Economics and MBA Finance from Mumbai University.

In his current role at L&T Investment Management, Mr. Kulkarni is responsible for driving overall business growth as well as leading the marketing initiative for L&T Financial Services. Mr. Kulkarni took control at a time when the Group was in the midst of acquiring Fidelity Investments, and led a seamless acquisition of the business. Under his leadership, L&T Investment Management has seen a tenfold rise in assets since 2012. Mr. Kailash Kulkarni has over 25 years of work experience, most of which includes heading sales functions of businesses across BFSI. Previously, he was the Head of Sales at Kotak Mahindra Asset Management. At MetLife India Insurance, Mr. Kulkarni set up and expanded the agency network. His journey in the BFSI space began with growing the third party distribution network first for JM Financial and subsequently for ICICI Bank. He has also worked in Eicher Motors in distribution, sales and marketing functions. Currently Mr. Kulkarni is on the board of the Association of Mutual Funds of India (AMFI) and has previously headed the Financial Literacy Committee for AMFI. Mr. Kulkarni is a management graduate from the Institute of Management Development and Research. He loves to travel around the world and is passionate about adventure sports.

Kunal Bajaj is Founder & CEO of Clearfunds.com – a leading Indian mutual fund robo-advisor, and the Head of Digital Wealth Management for MobiKwik.

He started Clearfunds to make high-quality investment advice available to everyone, not just the ultra-rich, at a flat-fee, not a fat fee.

Kunal has 18 years of experience in Institutional Equity Sales, Trading and Risk Management at some of the world’s largest financial institutions such as Goldman Sachs, Credit Suisse, J.P.Morgan and CLSA and Jefferies, in India and Japan. His last position was Managing Director and Head of Equity Sales at Jefferies India. He is a rank-holding Chartered Accountant and graduated from University of Bombay in 1996.

Aashish Somaiyaa is Chief Executive Officer, Motilal Oswal Asset Management Company. He has more than 13 years of experience across sales and distribution, channel management, product development and institutional sales from ICICI Prudential Asset Management Company and a brief stint at project management with Bharti AXA Investment Managers.

His last assignment was with ICICI Prudential Asset Management Company, as Senior Vice President & Head - Retail business where he was responsible for sales, distribution and product development of mutual fund, Portfolio management services and real estate offerings through retail distribution, banking and private wealth management channels across India and UAE.

Somaiyaa holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from Narsee Monjee Institute of Management Studies, Mumbai.

Ashish Shanker's responsibilities encompass estate planning, Products & Research, Financial Strategy, and Client Experience. In this capacity, he holds responsibility for research and investment strategies across several asset classes in the firm’s unit focusing on private wealth management. Leveraging more than 15 years of experience in the financial sector, he also has played a significant role in four start-up teams. In a career spanning over 15 years Ashish Shanker’s areas of expertise include market research, financial products, strategy and funds management.

A business management graduate of the University of Bangalore in India, he began his capital markets career as a Research Executive for a leading regional brokerage firm. Subsequently he worked in the asset management industry for over six years in Franklin Templeton Investments and HSBC Asset Management in various capacities. Subsequently Ashish has spent the last 7 years in advisory, research and product roles across private wealth management platforms including as head of investment advisory at Standard Chartered Private Bank and Senior Director at Sarasin Alpen, India. He has won several accolades during his stint at these organisations.

Outside of his professional duties, Ashish Shankar enjoys playing table tennis and snooker, listening to music, and delving into history. He has represented Maharashtra and Bangalore university in table tennis at the highest level in the country and won several championships.

Mr. Sandip Ghose is the Director of the National Institute of Securities Markets (NISM), an educational initiative of the Securities and Exchange Board of India (SEBI). He provides strategic leadership to NISM’s seven School of Excellence engaged in Securities Education, Research, Certification of Market Intermediary, Corporate Governance, Investor Education and Financial Literacy. He also oversees the School of Regulatory and Supervisory studies which acts as a staff college for SEBI officers.

Prior to taking over as Director of NISM, Mr. Ghose was Head of Human Resources in the Reserve Bank of India (RBI).  A central banker by profession, Mr. Ghose was Chief of Staff and Advisor to three successive RBI Governors - Dr. C. Rangarajan, Dr. Bimal Jalan, and Dr. Y.V. Reddy - over a period of nine years, i.e. 1996-2004. He was also the Principal, Bankers' Training College, Mumbai, between 2004-2007 where he was responsible for grooming and capacity building of the top management of the commercial banks in India. He has also served as Principal of College of Agricultural Banking, Pune and Regional Director of the RBI, Delhi.

His knowledge of job markets and work place effectiveness, coupled with his experience both within the country and abroad, provide a comprehensive perspective to institutions in formulating policies on training, performance and talent management.

During his career, Mr. Ghose has received several prestigious awards including an Honorary Doctoral Degree by the Sikkim University.

Mr. Ghose is Member on the boards of national and international training institutions and business schools.

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Alok Saigal is President and the Head of Private Wealth at Edelweiss. He joined Edelweiss in 2014 and has been a key leader in the transformation and scale up of the wealth business. He founded the Family office practice and introduced Wealth Structuring and Estate Planning for the Ultra HNI customers. Alok, for four years, oversaw the Products and Investment Advisory functions as well. Under his leadership, the Wealth AUA has crossed USD 28 Bn and the business today serves some of the most marquee clients across the country. Alok is a member of the Management Committee of the Edelweiss Group. Alok has over 20 years of work experience. Prior to Edelweiss, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group. Alok holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Vishal Dhawan is a Certified Financial Planner and founder director of Plan Ahead Wealth Advisors. Vishal’s rich experience of approx 20 years in the financial services industry has led him to frequently write columns and share his insights and views in various leading publications and on television.

He was the chair for the Asia Pacific Focus group of the Financial Planning Association (FPA) USA in 2013 and was also a host for the International/Cross Border Knowledge Circle for the FPA.

After completing his graduation in economics from Mumbai University, he did his Masters in Management Studies program from Welingkar Institute of Management, Mumbai. He then worked in the financial services industries across ICICI Bank and ABN AMRO Bank for 8 years, before setting up Plan Ahead Wealth Advisors in 2003.

Plan Ahead is a wealth management and financial planning firm that works with both Indian and NRI investors to help them achieve their financial goals through structured holistic solutions. Their focus has always been to “Add meaning to finances. Add time to Life” for their clients.

Gaurav has wide-ranging experience of more than a decade in the Private Wealth Management industry across Product Management/Investment Advisory/Family Office/Credit and Fund Management. He has a deep understanding of various asset classes, and an acute sense of structuring innovative investment solutions for clients in varied market conditions.

At ASK Wealth Advisors, Gaurav is responsible for leading the firm’s Investment Strategy/Proposition, and offering a comprehensive suite of Products backed by in-depth research to the firm’s Ultra HNW clients 

Prior to joining ASK, Gaurav lead Products & Advisory at Religare Private Wealth as the CIO. Earlier, Gaurav was with IIFL Private Wealth Management (an IndiaInfoline group company) from 2008 to 2014 as Sr. Vice President, where, as a part of the initial team he was actively involved in setting-up the entire Product platform/proposition from scratch.  

Prior to that, he was also a part of the initial team at Standard Chartered Private Bank in India, where he led the investment advisory team catering to the bank’s top HNI clients between 2005-2008. He started his career with Citigroup in their lending business.

Gaurav completed his PGDBM from IIM-Bangalore in 2003.

Shiv Gupta is founder of Sanctum Wealth Management, and former head of RBS Private Banking in India. He was a member of the RBS India Executive Committee and the India business representative on the Coutts International Asia Management Committee. Based in Mumbai, Shiv oversaw all aspects of RBS’ Private Banking business in India which had close to 100 staff including 29 private bankers located in 4 offices across the country. Shiv had been a part of the RBS Group for 14 years and was one of the founding members of the Coutts International South Asian business. Prior to India he was based in Singapore managing the NRI business in Asia Pacific, as well as the Thailand market. Born in India, Shiv holds a Bachelor’s degree in Economics (Hons) from the Hindu College, Delhi University.  He is also a graduate of the Harvard Business School’s General Management Program (GMP).

Sirshendu is the Head of Managed Investment including product management for mutual funds and alternate products. In his current role he is responsible for leading the investment services business from a product perspective including responsibility of P&L, new product development, segment & channel management, governance and people management.

Sirshendu joined Standard Chartered in 2008 and most recently worked as Chief Investment Strategist, Standard Chartered Securities, wherein he was leading a team of equity strategists engaged in fundamental and quantitative analysis. He was also responsible for the performance of Equity Non Discretionary Portfolio Management Services (NDPMS) targeted to SCB’s premium and private bank customers.

He brings with him over 18 years of financial services experience from a variety of roles at organizations, namely, ICICI Securities, ABN Amro Broking and HSBC InvestDirect.

Sirshendu graduated from Calcutta University, India, has completed MBA in Finance and Systems and is a CFA (ICFAI).

Sirshendu has an experience of over 17 years in Indian financial services industry. Currently, he is leading the investment services product team engaged in distribution / referral of mutual funds and alternate investment products.

Previously, he was the Chief Investment Strategist at Standard Chartered Securities India. As a strategist for SCB India individual customers, he was engaged in fundamental and quantitative analysis and was responsible for the Equity and Fixed Income Non Discretionary Portfolio Management Services (NDPMS) offering of the bank.

He has also worked in Equity Research team with companies like ICICI Securities, ABN Amro Broking and HSBC InvestDirect.

He has completed his MBA in Finance and also is a CFA (ICFAI). 

Tarun is Founder & Director of TBNG Capital Advisors Pvt Ltd. TBNG is among 150 odd SEBI Registered Investment Advisor(RIA) Firm focusing on long term wealth creation and financial Planning.

More than 12 years of experience behind him in the area of Financial Advisory and rich experience in providing personal financial advice to families, individuals and business at various life stages..

Spreading financial literacy through regular articles in Times of India.
 TBNG regularly organizes programmes (www.tbng.co.in/events) to bridge behaviour gap of investors in wealth creation. 

Tarun is a CFP and done MBA in Finance from ICFAI Business School,Mumbai.

Specialist in Goal based planning, Retirement solutions,Investment Advisory across multiple asset class,succession and estate planning, tax advisory, treasury management for SMEs and startups, investment planning for Non Resident Indians( NRIs) and returning Indians.

Mandeep Nalwa is a wealth advisor with over 20 years of banking experience. He has managed High Net Worth client relationships across Asia with leading private banks like HSBC, Merrill Lynch and Citibank. He has been the primary advisor on large client portfolios and has been responsible for suitable development and implementation of customized investment advice and portfolio management. Prior to setting up Taurus, Mandeep had spent most of his career with various private banks in the Asia-Pacific region with specific exposure to Equities, Fixed Income, Currencies, Derivatives and Managed Assets. As the Chief Executive Officer of Taurus Wealth Advisors Pte. Ltd. in Singapore, advising High Net Worth Individuals within the framework of a multi-family office, Mandeep has successfully built up a team of experienced financial advisors, providing unbiased investment advice to the wealthy with total assets under advice currently in excess of USD 1.7 Billion. Mandeep is a member of the founding committee of the Association of Independent Asset Managers (AIAM) in Singapore. He is an alumnus of the Indian Institute of Management, Ahmedabad, India and the Sriram College of Commerce, Delhi University, India.

Kanwar Vivek -Senior President and Head - Wealth Management  & Global Indian Banking at YES BANK Limited is a professional with over two decades of work experience in financial services - Retail banking, Wealth Management, Retail Broking and Distribution Business. He has successfully led some of the large businesses and has also nurtured new business lines to leadership positions.

Before Joining Yes Bank, he has worked in various organization of repute like ITC Group, ICICI Bank, Aditya Birla Financial Services and Capital First .

He has attended various learning enhancement program from prestigious institutions like IIM –Kolkata and University of Michigan Business School.

He did his schooling, graduation & post graduation in Delhi. He did B.A. (Hons) Economics, HansRaj College, University of Delhi and PGDBM (Equivalent to MBA) from Institute of Management Technology, Ghaziabad.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Karan Bhagat is Founder, Managing Director and Chief Executive Officer of IIFL Wealth & Asset Management. Karan joined IIFL Holdings Ltd. (formerly India Infoline) to set up IIFL Wealth & Asset Management in 2008. Karan has more than two decades of experience in the financial services industry. He is responsible for providing direction and leadership towards the achievement of the organization’s philosophy, mission, vision and its strategic goals and objectives. He has built a team of experienced and talented professionals, who manage some of the most distinguished families in India & abroad. Under his able leadership, IIFL Wealth & Asset Management has grown from its humble beginnings to one of the leading wealth management companies in India managing more than USD25 billion in client assets. He featured in Fortune India’s ‘40 under 40’ list in 2016 and 2017 and The Economic Times ‘40 under Forty’ list in 2017. He has received the URS Asia One Global Indian of the Year award in 2018. Karan holds an MBA in Finance from the Indian Institute of Management, Bangalore and acquired his bachelor’s degree in Commerce from St. Xavier’s College, Kolkata.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

Shiv Gupta is founder of Sanctum Wealth Management, and former head of RBS Private Banking in India. He was a member of the RBS India Executive Committee and the India business representative on the Coutts International Asia Management Committee. Based in Mumbai, Shiv oversaw all aspects of RBS’ Private Banking business in India which had close to 100 staff including 29 private bankers located in 4 offices across the country. Shiv had been a part of the RBS Group for 14 years and was one of the founding members of the Coutts International South Asian business. Prior to India he was based in Singapore managing the NRI business in Asia Pacific, as well as the Thailand market. Born in India, Shiv holds a Bachelor’s degree in Economics (Hons) from the Hindu College, Delhi University.  He is also a graduate of the Harvard Business School’s General Management Program (GMP).

Tariq has over 19 years’ experience in telecom, private client wealth structuring, private banking, alternative investment funds, debenture trusteeship, estate & succession planning and family office services. He joined Amicorp in December 2011 and took on the challenge of building the nascent Trusteeship business backed by his vast experience and expertise with strong focus on restructuring, innovation and expansion to set up the estate planning vertical for Amicorp in India. Along with estate planning, he has been instrumental in setting up alternative investment fund business, company management services and family enterprise consulting business for Amicorp in India. He carries an extensive knowledge and a vast experience in alternative investment funds, debenture trusteeship, estate planning, family office services, company management and escrow & custodial services Tariq has assisted in advising and facilitation in setting up numerous domestic and off shore funds considering all the regulatory and compliance requirements. In addition to this, he has complete proficiency in offshore company/fund management and cross border taxation. Tariq has assisted multiple large families, business houses and high net worth individuals having wealth across various asset classes and complex business structures with their succession planning and asset protection needs keeping in mind various tax laws, estate duties, inheritance laws and other succession laws across countries. This could be NRI families with wealth across geographies, or Indian families with NRI beneficiaries. He has successfully created and executed ‘Wills’ for smooth transmission of large estates to the legal heirs, has a strong understanding of the succession laws for each class of asset, for various religious groups in India, divorce and inter-caste marriage cases. He has also arbitrated family settlements for large business houses and helped the families in building family constitutions/family charters and articulating business governance models. For individuals desiring to bequeath a portion of their wealth to philanthropy, he has established charitable trusts and foundations, which has been operating successfully, thus transforming their vision into reality. Tariq has participated in multiple family settlements and facilitated arbitration with successful results. He was awarded “40 under 40” as a trust expert in the industry. He has been successfully running Amicorp for seven years. He carries the expertise of setting up new ventures and has been instrumental in setting up Estate Planning Services for Centurion Bank and HDFC Bank post its acquisition of Centurion Bank. Prior to moving to the banking industry, he has spent a considerable amount of his working career in the Telecom Space. Providing committed customer satisfaction and building enduring associations with customers and vendors with strong team motivation and innovative ideas. Tariq fluently speaks multiple languages like English, Hindi, Marathi and Gujarati.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Mandeep Nalwa is a wealth advisor with over 20 years of banking experience. He has managed High Net Worth client relationships across Asia with leading private banks like HSBC, Merrill Lynch and Citibank. He has been the primary advisor on large client portfolios and has been responsible for suitable development and implementation of customized investment advice and portfolio management. Prior to setting up Taurus, Mandeep had spent most of his career with various private banks in the Asia-Pacific region with specific exposure to Equities, Fixed Income, Currencies, Derivatives and Managed Assets. As the Chief Executive Officer of Taurus Wealth Advisors Pte. Ltd. in Singapore, advising High Net Worth Individuals within the framework of a multi-family office, Mandeep has successfully built up a team of experienced financial advisors, providing unbiased investment advice to the wealthy with total assets under advice currently in excess of USD 1.7 Billion. Mandeep is a member of the founding committee of the Association of Independent Asset Managers (AIAM) in Singapore. He is an alumnus of the Indian Institute of Management, Ahmedabad, India and the Sriram College of Commerce, Delhi University, India.

Rohit Bhuta is a senior executive with over 26 years’ experience, most of which (22 years) with the Macquarie Group. He has worked across eight key markets globally and has had extensive experience in the private banking, wealth management and asset management space. He has lived and worked in New Zealand, Australia, UK, South Africa, Malaysia, Hong Kong, India and Singapore. He has held senior leadership and strategic roles over the years, spanning multiple layers and levels of accountability. He is currently the CEO at Crossinvest (Asia) Pte Ltd, a family owned multi-generational independent asset management company providing (discretionary) investment management, investment advisory and family office solutions and services to investors globally. His role prior to this was working as a senior adviser to Macquarie Group’s Commodities and Financial Markets group, with a mandate to design and execute go-to-market strategies with the family offices, private banks and asset managers across Asia. His role prior to that and before a year-long sabbatical (2014), was the CEO of Religare Macquarie Private Wealth, a private wealth company domiciled in India but targeting high / ultra-high net worth investors globally. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005. Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Africa and Asia, in particular within the wealth management / private banking industry.

Radhika Gupta, CEO, Edelweiss Asset Management Ltd, has over 12 years of experience in domestic and global asset management across investments, sales and distribution. Prior to this, she was with Edelweiss Global Asset Management as business head – multi strategy funds. 

As the Business Head, she was responsible for setting the strategic direction for the team’s investment, distribution and platform. Her experience spans across product development, investments and sales distribution for national distributors, private banks, wealth managers and IFAs.

Prior to joining Edelweiss in 2014, she was a Portfolio Manager with the US based AQR Capital Management, now a $170 billion dollar asset manager, and a consultant with McKinsey & Company.  She subsequently co-founded Forefront Capital Management Pvt. Ltd., a boutique PMS and AIF manager, which was acquired by Edelweiss in 2014. Radhika was an integral part of the acquisition of Forefront in 2014, the acquisition of the onshore business of JPMorgan Asset Management in 2016, and the acquisition of Ambit Alpha Fund in 2016.   

Radhika is a graduate of the Jerome Fisher Program in Management and Technology from the University of Pennsylvania, receiving joint degrees in Economics from the Wharton School and Computer Science Engineering from the Moore School.