Niche wealth management firm start up by ex private bankers for the New Age Entrepreneurs, Promoters, Business Owners and Corporate Executives who desire 360 degree solutions with a multi asset class platform.• Acquisition of the crème of the clients and financial partners for book building using unique solutions like Estate Planning, Real Estate, Tax Solutions, Private Equity, Debt restructuring, Financial Reviews etc .• Preparing complete financial plan including desired cash flow for corporate treasuries and families of business owners and designing asset allocation based on their plan targets and risk appetite.• Extensive communication with clients and their financial partners, with the ability to discuss the investment performance, economic and market trends and opportunities.• Manage client support personnel which include hiring, termination, performance evaluation, training and work allocation of the support team.

Private Wealth AdvisoryOffering top end Wealth Management Solutions and Family office to The Ultra High Net Worth Families, Entrepreneurs, Trusts et al. who desire discreet solutions backed by sound financial planning. Preparing complete financial plan including desired cash flow for the clients and recommending investments/ asset allocation based on their plan targets and risk appetite and continuously review the same. Encompassing a comprehensive suite of solutions across different asset classes including equities, debt, commodities, structured products, real estate, private equity and global investments. Acquisition of the crème of the clients and financial partners for book building using unique solutions like Estate Planning, Real Estate, Tax Solutions, Private Equity, Debt restructuring, Financial Reviews etc . Maintaining high levels of relationships and service with all clients both internal and external and to ensure query resolution timely and accurately.

Preparing Strategies and business plan for the relationship managers for High Net worth Individuals / Corporates for investments. Preparing complete financial plans including desired cash flows for the customers and recommending investments/ asset allocation based on their plan targets and risk appetite. Train the bank staff for all the third party revenue based products and organize regular seminars with research and funds' management team for bank staff/ customers. Conduct research on all third party investment products on a regular basis in order to review their performance and recommend the way ahead to clients/ relationship managers. Maintaining high levels of relationships and service with all clients both internal and external and to ensure query resolution timely and accurately.

Financial Planning Services for HSBC PowerVantage and Premier Customers.Providing Personal Financial Review for HNI Clients, identifying investment opportunities; providing investment advisory as per the clients' financial goals. Responsible for Sales of Insurance and Mutual Funds as per the opportunities identified. Portfolio management of all relationships developed for the bank to ensure maximum optimal returns for the customers.

Private Clients Business Conceptualise, design and implement effective strategies and opportunities to leverage the private clientele of partner banks.New business acquisition through corporate presentations, financial planning and asset allocation of corporate finances and small and mid sized enterprises for the various relationships. Business expansion through financial planning and portfolio management of private banking clients & NRI clients of partner banks. Implementing control systems and strong back office process for quality service deliverance, especially for the private clients business.

Ensure high levels of client management and servicing and query resolution. Provide support to the Corporate/HNI sales team; assist in co-ordination with all AMCs and clients for various sales, transactional & post-sales requirements.Supervise daily & timely reporting of applications to all fund houses. To ensure timely & accurate reporting of high value, liquid, etc. applications to avoid any NAV/interest lost.Transaction Processing - generation & reporting of MIS to the Head Office (weekly and monthly)Ensure penetration into local areas to expand the mutual fund market and develop new relationships.