Parag Kasliwal

Parag Kasliwal Email and Phone Number

Co-Founder and CEO @ BeyondIRR
Mumbai, MH, IN
Parag Kasliwal's Location
Mumbai, Maharashtra, India, India
Parag Kasliwal's Contact Details

Parag Kasliwal personal email

About Parag Kasliwal

I am the Co-Founder and CEO of BeyondIRR - that provides tech solutions to Banks, Wealth firms, and other wealth businesses that can help them convert their prospects into clients faster, enable wealth managers to have more insightful conversations with clients, and help them deepen their wallet share with their clients. BeyondIRR is also a well-respected provider for the Pre-IPO unlisted market filling the trust gap that exists today.I have over two decades of experience in the financial industry, ranging from top-tier banks to dynamic startups.My journey in the financial sector began with a solid foundation at organizations like TCS, ICICI Bank, and Barclays Wealth, where I honed my skills in equities, banking, and capital markets. I also had the privilege of serving as Head of Products and Solutions at Validus Wealth and LGT Wealth India, working closely on a diverse range of financial products and platform development.My commitment to innovation and continuous improvement led me to IDFC FIRST Bank, where I held key roles in investment product strategy and development for wealth management and private banking. My educational background includes being a Chartered Accountant and a Company Secretary, further reinforced with a CFA Level 2 qualification and a Certified Financial Planner (CFP) credential.Let's connect and explore how we can shape the future of wealth industry together.

Parag Kasliwal's Current Company Details
BeyondIRR

Beyondirr

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Co-Founder and CEO
Mumbai, MH, IN
Website:
beyondirr.com
Employees:
31
Parag Kasliwal Work Experience Details
  • Beyondirr
    Co-Founder And Ceo
    Beyondirr
    Mumbai, Mh, In
  • Beyondirr
    Co-Founder & Ceo
    Beyondirr Apr 2022 - Present
    Mumbai, In
  • Lgt Wealth India
    Head Products And Solutions
    Lgt Wealth India Sep 2021 - Mar 2022
    Mumbai, Maharashtra, In
  • Lgt Wealth India
    Member Board Of Directors
    Lgt Wealth India Sep 2021 - Mar 2022
    Mumbai, Maharashtra, In
  • Validus Wealth
    Head Products And Solutions
    Validus Wealth Apr 2018 - Sep 2021
    Head of Products and Solutions - closely worked with my colleagues on whole spectrum of products viz. Mutual funds, PMS, AIF, Bonds, Equity Broking, Portfolio Analytics, Family office, Private Markets and Offshore Investments. Also, oversaw the Product and Platform development area for Validus Wealth.
  • Validus Wealth
    Executive Director
    Validus Wealth Apr 2018 - Sep 2021
  • Idfc First Bank
    Investment Products And Strategy Head - Wealth Management And Private Banking, Idfc Bank
    Idfc First Bank Aug 2017 - Apr 2018
    Mumbai, Maharashtra, In
  • Idfc First Bank
    Product Development And Platform Head, Wealth Management And Private Banking, Idfc Bank
    Idfc First Bank Jun 2015 - Jul 2017
    Mumbai, Maharashtra, In
  • Barclays Private Bank
    Vice President Products
    Barclays Private Bank Feb 2012 - Jun 2015
    London, Gb
    Product launch and management (Alternative Investment, IB Deals, Insurance, Investment Advisory, FX Forwards, Equity Dealing, Bond Trading and NRI products)
  • Barclays Private Bank
    Asstt. Vice President, Products
    Barclays Private Bank Sep 2008 - Feb 2012
    London, Gb
    Product launch and management (Alternative Investment, IB Deals, Insurance, FX Forwards, Equity Dealing, Bond Trading and NRI products)
  • Icici Bank
    Head, Alternative Investment Products, International Private Banking, Icici Bank
    Icici Bank Feb 2007 - Sep 2008
    Mumbai , Maharashtra, In
    7 members AI product team with focus on PE/RE funds, Hedge Funds and Art Funds with responsibilities of Product Due diligence, selection and launch
  • Icici Bank
    Manager, International Mutual Funds, International Private Banking
    Icici Bank Jul 2006 - Feb 2007
    Mumbai , Maharashtra, In
    Involved in Product Due diligence, selection and launch, Tie-up with product providers, client calls/meetings for International Mutual Fund Products
  • Icici Bank
    Manager - New Initiatives, International Private Banking
    Icici Bank Nov 2005 - Jul 2006
    Mumbai , Maharashtra, In
    Involved in setting up Private Banking business of the ICICI Bank in DIFC-Dubai, USA (subsidiary of I-Sec), South Africa, Canada (subsidiary)
  • Icici Bank
    Business Analyst, Product And Technology Group
    Icici Bank Dec 2003 - Nov 2005
    Mumbai , Maharashtra, In
    Providing value added solutions in the domain of Fund accounting, G-Sec, ADR/GDR, Custodial services, Professional Clearing Member, Depository Participant and Term Loans.
  • Tata Consultancy Services
    Business Analyst Erp Implementation
    Tata Consultancy Services Dec 2002 - Dec 2003
    Mumbai, Maharashtra, In
    Shalina Laboratories Full Life cycle implementation of Oracle Financial for Export oriented Pharmaceutical Company including Business Process Mapping with the product features
  • Tata Consultancy Services
    Business Analyst At National Stock Exchange Project
    Tata Consultancy Services Dec 2001 - Dec 2002
    Mumbai, Maharashtra, In
    National Stock ExchangeCausal, Feasibility and Impact Analysis for the Changes in the NSE’s Clearing and Settlement System

Parag Kasliwal Skills

Banking Capital Markets Mutual Funds Equities Alternative Investments Business Analysis Corporate Finance Due Diligence Financial Services Funding Hedge Funds Investment Advisory Investments Private Banking Relationship Management Team Management

Parag Kasliwal Education Details

  • The Institute Of Chartered Accountants Of India
    The Institute Of Chartered Accountants Of India
    Chartered Accountant (All India Rank Holder)
  • The Institute Of Company Secretaries Of India
    The Institute Of Company Secretaries Of India
    Company Secretary (All India Rank Holder)
  • Cfa Institute
    Cfa Institute
    Cfa Level 2 Completed
  • Cfp, Financial Planning Standards Board India
    Cfp, Financial Planning Standards Board India
    Financial Planning / Investment Advisory
  • Delhi University
    Delhi University
    Hansraj College

Frequently Asked Questions about Parag Kasliwal

What company does Parag Kasliwal work for?

Parag Kasliwal works for Beyondirr

What is Parag Kasliwal's role at the current company?

Parag Kasliwal's current role is Co-Founder and CEO.

What is Parag Kasliwal's email address?

Parag Kasliwal's email address is pa****@****ail.com

What schools did Parag Kasliwal attend?

Parag Kasliwal attended The Institute Of Chartered Accountants Of India, The Institute Of Company Secretaries Of India, Cfa Institute, Cfp, Financial Planning Standards Board India, Delhi University.

What skills is Parag Kasliwal known for?

Parag Kasliwal has skills like Banking, Capital Markets, Mutual Funds, Equities, Alternative Investments, Business Analysis, Corporate Finance, Due Diligence, Financial Services, Funding, Hedge Funds, Investment Advisory.

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