Parag Kasliwal personal email
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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.
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Co-Founder And CeoBeyondirrMumbai, Mh, In -
Co-Founder & CeoBeyondirr Apr 2022 - PresentMumbai, In -
Head Products And SolutionsLgt Wealth India Sep 2021 - Mar 2022Mumbai, Maharashtra, In -
Member Board Of DirectorsLgt Wealth India Sep 2021 - Mar 2022Mumbai, Maharashtra, In -
Head Products And SolutionsValidus Wealth Apr 2018 - Sep 2021Head 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.
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Executive DirectorValidus Wealth Apr 2018 - Sep 2021
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Investment Products And Strategy Head - Wealth Management And Private Banking, Idfc BankIdfc First Bank Aug 2017 - Apr 2018Mumbai, Maharashtra, In -
Product Development And Platform Head, Wealth Management And Private Banking, Idfc BankIdfc First Bank Jun 2015 - Jul 2017Mumbai, Maharashtra, In -
Vice President ProductsBarclays Private Bank Feb 2012 - Jun 2015London, GbProduct launch and management (Alternative Investment, IB Deals, Insurance, Investment Advisory, FX Forwards, Equity Dealing, Bond Trading and NRI products) -
Asstt. Vice President, ProductsBarclays Private Bank Sep 2008 - Feb 2012London, GbProduct launch and management (Alternative Investment, IB Deals, Insurance, FX Forwards, Equity Dealing, Bond Trading and NRI products) -
Head, Alternative Investment Products, International Private Banking, Icici BankIcici Bank Feb 2007 - Sep 2008Mumbai , Maharashtra, In7 members AI product team with focus on PE/RE funds, Hedge Funds and Art Funds with responsibilities of Product Due diligence, selection and launch -
Manager, International Mutual Funds, International Private BankingIcici Bank Jul 2006 - Feb 2007Mumbai , Maharashtra, InInvolved in Product Due diligence, selection and launch, Tie-up with product providers, client calls/meetings for International Mutual Fund Products -
Manager - New Initiatives, International Private BankingIcici Bank Nov 2005 - Jul 2006Mumbai , Maharashtra, InInvolved in setting up Private Banking business of the ICICI Bank in DIFC-Dubai, USA (subsidiary of I-Sec), South Africa, Canada (subsidiary) -
Business Analyst, Product And Technology GroupIcici Bank Dec 2003 - Nov 2005Mumbai , Maharashtra, InProviding value added solutions in the domain of Fund accounting, G-Sec, ADR/GDR, Custodial services, Professional Clearing Member, Depository Participant and Term Loans. -
Business Analyst Erp ImplementationTata Consultancy Services Dec 2002 - Dec 2003Mumbai, Maharashtra, InShalina Laboratories Full Life cycle implementation of Oracle Financial for Export oriented Pharmaceutical Company including Business Process Mapping with the product features -
Business Analyst At National Stock Exchange ProjectTata Consultancy Services Dec 2001 - Dec 2002Mumbai, Maharashtra, InNational Stock ExchangeCausal, Feasibility and Impact Analysis for the Changes in the NSE’s Clearing and Settlement System
Parag Kasliwal Skills
Parag Kasliwal Education Details
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The Institute Of Chartered Accountants Of IndiaChartered Accountant (All India Rank Holder) -
The Institute Of Company Secretaries Of IndiaCompany Secretary (All India Rank Holder) -
Cfa InstituteCfa Level 2 Completed -
Cfp, Financial Planning Standards Board IndiaFinancial Planning / Investment Advisory -
Delhi UniversityHansraj 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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