Arpit Agarwal personal email
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Arpit has over 3 decades of experience and has successfully built greenfield and sizable Private Banking businesses for DSP Merrill Lynch, BNP Paribas and ICICI Bank in India. Notably, his efforts were recognised both locally and internationally. In 2005, ICICI Bank’s Private Banking business, with AUM of over US$6 billion, was ranked the largest in India by CLSA and amongst the top 3 in the Asia-Pacific by Private Banker International. Early 2006, he set up a Greenfield financial services business for the Dawnay Day AV group in India, a joint venture with partners in the UK. As the MD & Group CEO, in a short span of three years, the business grew to over 1800 people in 8 cities and over 40 branches. Mid 2008, the entire financial services business was successfully sold to a PE firm. He also held the position of CEO of the wealth management business of Bajaj Finserv, one of the largest financial services groups in India. With hands–on experience with high net worth client portfolios and hundreds of multi-client meets over the last several years, he has a good understanding of various types of private client profiles, their needs and their expectations from the organisation and their relationship managers.Arpit was instrumental in setting up strong private banking research and client portfolio advisory services across all organizations. Coupled with a credible and successful track record, the publications received recognition and became benchmarks of the industryArpit has been an avid trainer having conducted many thousand man hours of training. He has been instrumental in launching Private Banking programmes in over 26 MBA schools, a first in India. He has been invited to chair and speak at Banking and Investment Seminars and Conferences across the globe. Arpit, who is a Certified Financial Planner (CFP), served as the Chairman of CFP’s Examination and Certification committee in India for many years. Arpit is a founding member of the Pune International Centre.
Bizzi Fintech Pvt. Ltd.
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Founder DirectorBizzi Fintech Pvt. Ltd. Feb 2021 - Present
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Founder DirectorKnowledge Enhance Pvt. Ltd. Feb 2014 - PresentMumbaiKnowledge 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 Funds Performance Rating and Scheme Category Indices, to simplify the process of Mutual Funds' selection and assessment.The company has now also launched a technology-driven knowledge application on both the App Store and Play Store... called "Bizzi Live", for decoding the complex world of Investing!
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Chief Executive OfficerBajaj Financial Solutions Ltd. Sep 2009 - Jan 2013The 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.
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Designated DirectorBajaj Financial Securities Ltd. 2011 - 2013PuneOverall management of the Stock Broking Company.
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Md & Group Ceo Financial ServicesDawnay Day Av Group Feb 2006 - Jan 2009Dawnay 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 individual and institutional space and offered a wide range of services like wealth management, stock broking, portfolio management, asset management, real estate advisory retail distribution and research services and grew rapidly in 3 years to over 1800 people. The group recruited 500 candidates in a single academic year from over 60 business schools and was reputed to be a day minus / day zero company even at tier 1 institutes. The business was successfully sold in July 2008 at attractive valuation.
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Md & Group Ceo - Financial Services, India JvDawnay Day Feb 2006 - Jan 2009The 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 in India as in the UK. This included creating and managing the entire office real estate, mid and back office infrastructure for all the businesses of the group in India. This ensured synergies, cost savings, quality and most importantly compliance of Dawnay, Day UK internal group policies. Arpit attracted and retained top quality senior talent and grew them in responsibility to manage large and challenging roles across diverse businesses. Over time, some of the functions were embedded in the respective businesses with the overall management at the corporate headquarters reporting into Guy Naggar & Peter Klimt, the two Principals of the Dawnay, Day Group in UK. -
Head Private BankingIcici Bank Limited Feb 2002 - Feb 2006Arpit 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 built out state of the art technology, processes, MIS and business intelligence platforms, launched India's largest Amateur Golf Tournament "ICICI Bank Private Banking Masters" which was played by over 3000 clients across 25 cities. A first of its kind in India, Arpit conducted a special 6 day Private Banking programme for 70 senior faculty members from 26 leading Indian MBA institutes and successfully designed and launched a Private Banking elective programme in each of those MBA Schools to create specialised talent for the wealth management industry. -
Dy. Head Private Banking & Head Nri ServicesBnp Paribas Jan 1999 - Feb 2002For 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. -
Head Private Clients GroupDsp Merrill Lynch Oct 1993 - Dec 1998Arpit 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 Sector Mutual Fund in India was launched in late 1993.
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Sr. Manager FinanceBallarpur Industries Limited May 1991 - Oct 1993Worked 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 preparation and factory cash flow management. Overall a great learning first job where a small team had to manage almost the entire finance function for the Parent and Group Companies.
Arpit Agarwal Skills
Frequently Asked Questions about Arpit Agarwal
What company does Arpit Agarwal work for?
Arpit Agarwal works for Bizzi Fintech Pvt. Ltd.
What is Arpit Agarwal's role at the current company?
Arpit Agarwal's current role is Founder Director Bizzi.
What is Arpit Agarwal's email address?
Arpit Agarwal's email address is ar****@****ail.com
What are some of Arpit Agarwal's interests?
Arpit Agarwal has interest in Children, Economic Empowerment, Environment, Education, Animal Welfare.
What skills is Arpit Agarwal known for?
Arpit Agarwal has skills like Leadership, Banking, Corporate Finance, Valuation, Portfolio Management, Capital Markets, Investments, Business Development, Financial Risk, Team Management, Finance, Customer Relationship Management.
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Arpit Agarwal
Jaipur -
Arpit Agarwal
Bengaluru
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