Profile:
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.
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