Capital Allocator | Fund Manager
CurrentAnalyzing and making allocation decisions for Liquid and private portfolios for the Family office.
2024 - Present
~2 yrs 5 mos
AeroLeads people directory · profile
Gursimran Oberoi Email & Phone Number
Capital Allocator for Mena based family office | Author "Internet of Transactions" a small handbook on blockchain | Equities since 2011 | Crypto Since 2017 | Helping Investors and Family offices invest since 2011
at
Adam Group
1 work email found
@cashkaro.com
1 phone found area 922
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Capital Allocator for Mena based family office | Author "Internet of Transactions" a small handbook on blockchain | Equities since 2011 | Crypto Since 2017 | Helping Investors and Family offices invest since 2011
Location
Dubai, Dubai, United Arab Emirates
Who is Gursimran Oberoi? Overview
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Quick answer
Gursimran Oberoi is listed as Capital Allocator for Mena based family office | Author "Internet of Transactions" a small handbook on blockchain | Equities since 2011 | Crypto Since 2017 | Helping Investors and Family offices invest since 2011 at Adam Group, based in Dubai, Dubai, United Arab Emirates. AeroLeads shows a work email signal at cashkaro.com, phone signal with area code 922, and a matched LinkedIn profile for Gursimran Oberoi.
Gursimran Oberoi previously worked as Capital Allocator | Fund Manager at Adam Group and AVP at Indwealth.In. Gursimran Oberoi holds Pgdm, Financial Planning & Wealth Manegement from Blb Institute Of Financial Markets.
Company email context
Email format at Adam Group
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{first}@cashkaro.com
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Profile bio
About Gursimran Oberoi
Working on a 'fun 2 play' gaming platform and Pointing Family Offices towards the true north of a rapidly evolving disruptive and decentralised future. A blockchain enthusiast, who understands that the next disruption is upon us. A truly socially inclusive economy will now be possible!Author - “Internet of Transactions”Ex- Commodities Fund ManagerEx - Avp Family Office Management I design go to market strategy for crypto projects and also do digital asset research for client portfolios
Listed skills include Market Research, Product Management, Strategic Planning, Risk Management, and 22 others.
Current workplace
Gursimran Oberoi's current company
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8 roles · 2 years
Gursimran Oberoi work experience
A career timeline built from the work history available for this profile.
Avp
Changing the way investments are made in the digital age. Family offices and HNI clients get a no frills platform for managing their wealth, taxation and succession.
Jan 2019 - May 2021
Senior Relationship Manager
Happy to help with any banking/corporate needs or suggestions for my fellow network of people, startups and corporates. Message me to reach out!
Aug 2017 - Jan 2019
Senior Manager - Strategic Partnerships And Alliances
Oct 2016 - Mar 2017
Senior Manager - Corporate Alliances
Handling Key alliances Creating a brand portfolio for Crownit in Retail, and FnB segmentDriving brand conversations with both offline as well as online brands to drive campaigns, engagement and associationsCreating strategic partnerships which add revenue to both brands and Crownit, Managing the client relations post onboardingCreating the deal structures.
Jun 2016 - Sep 2016
Manager - Strategic Corporate Alliances
Forming Strategic alliances for Crown it across multiple categories and brands.Brand Alliances, Business Planning, Customer Relationship ManagementMaintain Partner relationship and ensuring the price comparison.Manage product operations and Client servicing for retail outlets.Driving Hyper Local commerce generating revenues from location based serviceKey.
Jul 2015 - May 2016
Co-Founder And Managing Partner
- Market research and analysis in Equities and Commodities(Agri), Designing Risk Management Systems, Design Client portfolios, Develop Long Term Investment Strategies, Portfolio Re-balancing
- Co -Managed AUM of INR 2,20,00,000
- The Commodity Cash and Carry Fund had an average return of 23% p.a since inception.
- Managed Equity Portfolios of INR 20,00,000. FY '14-‘15 return of 91%.
Sep 2011 - May 2015
Research Associate
PlanSource Associate, creating end to end financial planning solutions for individual clients through vast advisory network at Ameriprise Financial
Mar 2010 - Mar 2011
3 education records
Gursimran Oberoi education
Pgdm, Financial Planning & Wealth Manegement
Blb Institute Of Financial Markets
B.Tech, Electronics & Communication
School, Science
FAQ
Frequently asked questions about Gursimran Oberoi
Quick answers generated from the profile data available on this page.
What company does Gursimran Oberoi work for?
Gursimran Oberoi works for Adam Group.
What is Gursimran Oberoi's role at Adam Group?
Gursimran Oberoi is listed as Capital Allocator for Mena based family office | Author "Internet of Transactions" a small handbook on blockchain | Equities since 2011 | Crypto Since 2017 | Helping Investors and Family offices invest since 2011 at Adam Group.
What is Gursimran Oberoi's email address?
AeroLeads has found 1 work email signal at @cashkaro.com for Gursimran Oberoi at Adam Group.
What is Gursimran Oberoi's phone number?
AeroLeads has found 1 phone signal(s) with area code 922 for Gursimran Oberoi at Adam Group.
Where is Gursimran Oberoi based?
Gursimran Oberoi is based in Dubai, Dubai, United Arab Emirates while working with Adam Group.
What companies has Gursimran Oberoi worked for?
Gursimran Oberoi has worked for Adam Group, Indwealth.In, Hdfc Bank, Cashkaro.Com, and Crown It (Goldvip).
How can I contact Gursimran Oberoi?
You can use AeroLeads to view verified contact signals for Gursimran Oberoi at Adam Group, including work email, phone, and LinkedIn data when available.
What schools did Gursimran Oberoi attend?
Gursimran Oberoi holds Pgdm, Financial Planning & Wealth Manegement from Blb Institute Of Financial Markets.
What skills is Gursimran Oberoi known for?
Gursimran Oberoi is listed with skills including Market Research, Product Management, Strategic Planning, Risk Management, Management Consulting, Management, Asset Management, and Strategic Financial Planning.
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