Arpit Agarwal Email & Phone Number

Mumbai

Knowledge Enhance is a greenfield venture, set up with the objective of imparting quality Financial education and providing investor-friendly tools for improving personal investment portfolio performance. With 80+ years of combined expertise in Indian Capital Markets Research and Investment Data Analytics, the team has also developed a proprietary Mutual.

The task was to setup the greenfield Bajaj Finserv Wealth Management business for the group under the companies; Bajaj Financial Solutions Ltd. and Bajaj Financial Securities Ltd.A first of its kind in India, the project successfully implemented the model of building a annual fee based financial planning and investment advisory business.

Pune

Overall management of the Stock Broking Company.

Dawnay Day AV was a joint venture with Dawnay, Day Group, UK and Alok Vajpeyi with 25% equity in an Employee Trust, for Arpit and his team. The group obtained PMS registration with SEBI, BSE, NSE, CDSL, NSDL registrations for the securities business and an in-principle licence for setting up an AMC in record time. The business was targeted at clients in.

The business interests in India of the Dawnay, Day Group of UK were in Financial Services, Hospitality, Knowledge KPO, Asset management, and Real Estate Investments. The launch of an Art auction house was also being planned. As the MD & Group CEO of Dawnay Day's first and primary business in India, Arpit was given the task of replicating the businss model.

Arpit conceptualised, branded and launched the Private Banking business for ICICI Bank on August 4, 2002 and grew it into an over 175 city and 350 branch business with AUM of over USD 6.5 bn by February 2006. It was the single largest Private Banking Business in India with its own brand identity which got recognised not only in India but globally. Arpit.

For a majority of the tenure, the position of Head Private Banking was vacant. Arpit managed the Private Banking Business for BNP Paribas in India for both domestic as well as NRI Clients from concept, launch, product design, infrastructure building, hiring the team and building out the business. The business grew to an AUM of over USD 600 mn within 3 years.

Arpit conceptualised and launched the India's first true Private Client business for the erstwhile DSP Financial Consultants, susequently renamed DSP Merrill Lynch. The client base was Ultra HNI Resident Indians and Non Resident Indians. His association with the domestic Mutual Fund Industry started here when Kothari Pioneer Mutual Fund, the first Private.

Worked in the core Finance Group managing BILT and its several subsidiaries. Over 3 years did a host of functions including fund raising through one public and one rights issue. Worked with several domestic and foreign banks for working capital and with DFI's for term loans. Experience in takeover of sick companies, FX loans, leasing and FX. Balance sheet.