Vice President
Current
Jun 2022 - Present
AeroLeads people directory · profile
Niraj S Kakkad Email & Phone Number
Vice President
at
INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President
Location
Bengaluru, Karnataka, India
Company size
Who is Niraj S Kakkad? Overview
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Quick answer
Niraj S Kakkad is listed as Vice President at INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED, a with 7 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Niraj S Kakkad.
Niraj S Kakkad previously worked as Assistant Vice President at Investascent Wealth Advisors Private Limited and Associate Vice President - Wealth at Investascent. Niraj S Kakkad holds Masters Degree, Business Administration, (Marketing And Finance) from Mp Birla Institute Of Management, Bangalore.
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INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED
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Profile bio
About Niraj S Kakkad
Objective: Execute organizational strategies to perfection. Learn the best practices for improving bottom line and organizational environment.Specialties: Product knowledge of BFS such as insurance, equities,mutual funds, pl loans and LAS/LAM, Data analysis, Branch Administration, Pl Credit underwriting, Customer relationship Management, ,. Business development, team lead, Recruitment, Operations and Controls, Marketing management.
Current workplace
Niraj S Kakkad's current company
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Investascent Wealth Advisors Private Limited
6 roles
Niraj S Kakkad work experience
A career timeline built from the work history available for this profile.
Assistant Vice President
Apr 2021 - Jun 2022
Associate Vice President - Wealth
Investascent
Manage financial portfolios of clients - advisory on financial planning facilitate investments in equities, MF, insurance, FD, debt syndication, private equity funding.
Mar 2011 - Apr 2021
Profile: Manager
Investsmart Financial Services Ltd. (A Hsbc Group Company)
Managed Loan against Shares and Loan against Mutual Funds business for Karnataka and Goa. Key responsibilities include channel management and development, i.e. empanelment of referral agents and DSAs for sourcing LAS and LAM products, also providing call closure support to HSBC Bank branches and HSBC Invest Direct branches. Previous assignmentInsurance Key responsibilities include team building, call closure support for HNI clients, sales planning, MIS management and analytics co ordination with branches across Karnataka and Goa. Co ordinate trainings to team for cross sell of equities and mutual funds business.
Oct 2008 - Mar 2011
Branch Manager
Key activities include Branch portfolio management, credit underwriting and analysis, administrative activities and channel management (DSA and DST team), supervising branch controls on sales and operations quality. Data analysis with respect to productivity, approvals, delinquency etc. Highlights:Awarded the Best debut in Sept 05Promotion from CRM to Branch Manager in 1 yr 7 mths.Awarded the Best Branch Manager for Quarter IV for the year 2007-08. For highest Insurance Business in Bangalore
Sep 2005 - Sep 2008
Management Trainee
Magnasoft Consulting India Pvt Ltd
Headed the marketing initiative for Magnasoft, key activities included, strategic brand management, website management, conceptualization and development of marketing merchandise, Highlights: • Purchase to launch of company’s corporate website • Development of corporate presentation, flyers and brochures
Nov 2004 - Aug 2005
3 education records
Niraj S Kakkad education
Masters Degree, Business Administration, (Marketing And Finance)
Mp Birla Institute Of Management, Bangalore
Bachelor'S Degree; Arts, Commerce; Science And Commerce
Sies College
Junior And Medium School
The Rajkumar College - India
FAQ
Frequently asked questions about Niraj S Kakkad
Quick answers generated from the profile data available on this page.
What company does Niraj S Kakkad work for?
Niraj S Kakkad works for INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED.
What is Niraj S Kakkad's role at INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED?
Niraj S Kakkad is listed as Vice President at INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED.
Where is Niraj S Kakkad based?
Niraj S Kakkad is based in Bengaluru, Karnataka, India while working with INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED.
What companies has Niraj S Kakkad worked for?
Niraj S Kakkad has worked for Investascent Wealth Advisors Private Limited, Investascent, Investsmart Financial Services Ltd. (A Hsbc Group Company), Citifinancial Consumer Finance India Ltd, and Magnasoft Consulting India Pvt Ltd.
How can I contact Niraj S Kakkad?
You can use AeroLeads to view verified contact signals for Niraj S Kakkad at INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED, including work email, phone, and LinkedIn data when available.
What schools did Niraj S Kakkad attend?
Niraj S Kakkad holds Masters Degree, Business Administration, (Marketing And Finance) from Mp Birla Institute Of Management, Bangalore.
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