Rohit Garg

Rohit Garg Email and Phone Number

Founding Team- Ionic Wealth (Ex-Angel One Wealth) | 14+ years of investment advisory and proprietary investment management experience at Kotak Bank group and IIFL Wealth | ISB - MBA (finance)-Dean's list | IIT KGP BTech @ Ionic Wealth
Rohit Garg's Location
Mumbai, Maharashtra, India, India
Rohit Garg's Contact Details

Rohit Garg personal email

About Rohit Garg

Investment professional- 14+ years of investment advisory and proprietary investment management experience at India's leading financial services companies - Kotak Mahindra Group (~11.5 years) and IIFL Wealth & Asset management (~2.5 years)

Rohit Garg's Current Company Details
Ionic Wealth

Ionic Wealth

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Founding Team- Ionic Wealth (Ex-Angel One Wealth) | 14+ years of investment advisory and proprietary investment management experience at Kotak Bank group and IIFL Wealth | ISB - MBA (finance)-Dean's list | IIT KGP BTech
Rohit Garg Work Experience Details
  • Ionic Wealth
    Member Founding Team - Product And Business Strategy
    Ionic Wealth Feb 2024 - Present
    Mumbai, Maharashtra, India
    Responsible for setting up product strategy, platform strategy and business strategy for scale up of mid-belly clients
  • Self Employed
    Proprietary Trader
    Self Employed Jan 2020 - Jan 2024
    Mumbai, Maharashtra, India
    Built and traded index derivatives based on own directional strategies and stock momentum strategies
  • Iifl Wealth & Asset Management
    Senior Vice President, Key Clients Group
    Iifl Wealth & Asset Management Mar 2017 - Jan 2020
    Mumbai Area, India
    As head of client proposition, led development and now leading firm-wide roll-out of the new IIFL-ONE proposition for firm's key UHNI clients - 1. Client first approach in design- Portfolio performance ownership, co-investment into client's portfolio, conflict free advice into direct plans across fund products, transparent annuity fee 2. Built quantitative tactical asset allocation model for objective rule based asset allocation3. Design and roll-out of front-end and back-end processes for Institutional grade portfolio management and reporting - first time for HNI portfolios4. Digital transformation of internal and external client facing processes: Worked with top four strategy consultant in defining business requirements before development kick-off.5. Client next-gen connect - Designed and managed roll-out of very well received initiatives for connecting with gen-next of clients - DIVE and Young Leaders Program6. Enterprise wide roll-out - managing sales training, marketing , handling change management, hand-holding ops, service, finance teams with the new processes.
  • Infina Finance (Associate Of Kotak Bank)
    Vice President, Vc And Pe Investments, Proprietary Investments Group
    Infina Finance (Associate Of Kotak Bank) Aug 2015 - Mar 2017
    Mumbai Area, India
    Lead newly formed vertical (within proprietary investment group) with intention to invest out of Rs2000 Cr+ proprietary investment book into new age Venture Capital into tech sector, private equity /Pre-IPO deals across sectors. Made 4 investments: 1. Pre-IPO primary+secondary share purchase in India's leading construction contractor at significant discount to expected IPO price. 2. Pre-series A funding of india's leading defense drone manufacturer which received $10M next round of funding at 3X valuation from leading global hardware funds.3. Series-A growth funding of mid-sized Pune based FMCG company - emerging value brand in tomato and chinese sauces. 4. Series C bridge funding in Chennai based e-commerce company selling and exporting custom stitched western women apparel under its own brand
  • Kotak Mahindra Bank
    Vice President, Structured Products And Investment Advisory
    Kotak Mahindra Bank Jun 2006 - Jul 2015
    Mumbai Area, India
    Asset backed high yield debt:o Played key role in structuring and placement of over Rs1250 Cr of high yield Debt/NCDs issued typically by - Real estate developers with project inventory, sales receivables as primary collateral - Promoter Hold-Cos with operating company listed stock as primary collateralo Key Issuers whose issues were successfully placed include Puravankara, Lodha, Marathon in Real Estate space, Asian paints, Zee and UTV promoter Hold-Cos in share backed financing spaceo Handled key investors through the entire deal cycle – deal pitching, execution, cash flows and repayment monitoring, handling default or stress situations Real estate and Private equity fund-raising: o Played key role in product conceptualization, fund raising exercise for Kotak Real Estate Fund-IV (500 Crs AUM) , Peninsula Brook field Real Estate Fund (Rs570 Cr) and ICICI Prudential AMC pre-leased property fund (Rs300 Cr)Equity derivatives linked products:o Played key role in scaling Kotak wealth’s structured products AUM from Rs200 Cr to over Rs800 Cr by offering customized solutions to the top family office and corporate treasury accounts o HDFC Warrant issuance: Played key role in private placement of India's first long dated, single stock listed warrant issuance from HDFC in Aug-2009. Kotak was lead arranger for the Rs300 Cr issueo Kotak Dynamic Asset Allocation Scheme Played key role in structuring and managing this fund -India’ first mutual fund to synthetically replicate long dated Nifty options using delta hedging. The fund was amongst Best performing Indian large-cap funds during its tenor (Dec-06 to Dec-09) and garnered corpus of Rs650 Cr+
  • Intel Corporation
    Design Engineer
    Intel Corporation Jun 2003 - Feb 2005
    o Product design: Designed network congestion management block in Intel’s IXE series network processoro Process improvement: Played key role in development of chip debug automation tool that reduced fault-diagnosis time by 2-3X and received several intra-firm technical awards

Rohit Garg Skills

Portfolio Management Financial Modeling Investment Banking Derivatives Financial Risk Investments Asset Management Product Management Fixed Income Asset Managment Equities Investment Management Financial Structuring

Rohit Garg Education Details

Frequently Asked Questions about Rohit Garg

What company does Rohit Garg work for?

Rohit Garg works for Ionic Wealth

What is Rohit Garg's role at the current company?

Rohit Garg's current role is Founding Team- Ionic Wealth (Ex-Angel One Wealth) | 14+ years of investment advisory and proprietary investment management experience at Kotak Bank group and IIFL Wealth | ISB - MBA (finance)-Dean's list | IIT KGP BTech.

What is Rohit Garg's email address?

Rohit Garg's email address is ro****@****ail.com

What schools did Rohit Garg attend?

Rohit Garg attended Indian School Of Business, Indian Institute Of Technology, Kharagpur.

What are some of Rohit Garg's interests?

Rohit Garg has interest in Asset Backed Securities, Economic Empowerment, Behavioural Finance, Environment, Science And Technology, Trading Models.

What skills is Rohit Garg known for?

Rohit Garg has skills like Portfolio Management, Financial Modeling, Investment Banking, Derivatives, Financial Risk, Investments, Asset Management, Product Management, Fixed Income, Asset Managment, Equities, Investment Management.

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