I have worked in the financial services industry and have vast experience in retail banking, private investments, private equity, mutual funds, structured finance, startup and early stage funding. I can help in ideating, evaluating business concepts, scrutinizing investor deck and business plan and get investor audience for deserving candidates.
Head - Private Clients, SPA Financial Advisors Pvt. Ltd.
Apr 2014 to Present
Evolve strategy to acquire, grow, retain and build the business across multiple product lines from ultra high net worth clients. We offer products covering both sides of the balance sheet i.e. finding lucrative avenues for investment of surplus funds that optimizes risk with expected returns and raise funds in manner that would minimize cost for the desired use (long or short term). SPA provides the following services for it's clients : 1) Investment management services 2) Merchant Banking 3) Investment Banking 4) Risk Advisory 5) Valuation Services 6) Estate and succession planning 7) Real Estate invesment and management advisory
Vice President - Investor Relations, Athamus Venture Management Private Ltd.
Jul 2012 to Apr 2014
Vice President, Angel Investors Consortium
Feb 2012 to May 2012
Managing Deal Flow
Director - Private Banking, Sarasin Alpen
Sep 2010 to Dec 2011
Managing Portfolio of Ultra HNWI clients
Regional Sales Head - North, Fidelity Fund Management Pvt. Ltd.
Nov 2005 to Sep 2010
Heading sale of mutual funds through various channels - Banks, Non Banking Distributors, Independent Financial Advisors.
Senior AVP - Premier Clients, The Hong Kong & Shanghai Banking Corporation Ltd.
May 2004 to Nov 2005
Managing portfolio of ultra HNWI clients
Citigold Wealth Manager, Citibank N.A.
Apr 2000 to Apr 2004
Managing portfolios of ultra HNWI clients.
Region Head Commercial, Siemens Nixdorf Information Systems Private Ltd.
Apr 1998 to Mar 2000
Managing commercial and administrative aspect of the business
, St. Xavier's College
Dec 1989 to Dec 1992
Schooling, Commerce & Accounts, St. Joseph's College, Kolkata
Dec 1987 to Dec 1989