Head - Private Clients at SPA Financial Advisors Pvt. Ltd.
Apr 2014 - 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 at Athamus Venture Management Private Ltd.
Jul 2012 - Apr 2014
Vice President at Angel Investors Consortium
Feb 2012 - May 2012
Managing Deal Flow
Director - Private Banking at Sarasin Alpen
Sep 2010 - Dec 2011
Managing Portfolio of Ultra HNWI clients
Regional Sales Head - North at Fidelity Fund Management Pvt. Ltd.
Nov 2005 - Sep 2010
Heading sale of mutual funds through various channels - Banks, Non Banking Distributors, Independent Financial Advisors.
Senior AVP - Premier Clients at The Hong Kong & Shanghai Banking Corporation Ltd.
May 2004 - Nov 2005
Managing portfolio of ultra HNWI clients
Citigold Wealth Manager at Citibank N.A.
Apr 2000 - Apr 2004
Managing portfolios of ultra HNWI clients.
Region Head Commercial at Siemens Nixdorf Information Systems Private Ltd.
Apr 1998 - Mar 2000
Managing commercial and administrative aspect of the business
St. Xavier's College
Dec 1989 - Dec 1992
Schooling, Commerce & Accounts at St. Joseph's College, Kolkata
Dec 1987 - Dec 1989