AeroLeads people directory · profile
Satish Rathi Email & Phone Number
Senior Director - Wealth Planning and Family Solutions
at
LGT Wealth India
1 work email found
@barclays.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Director - Wealth Planning and Family Solutions
Location
Mumbai, Maharashtra, India
Company size
Who is Satish Rathi? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Satish Rathi is listed as Senior Director - Wealth Planning and Family Solutions at LGT Wealth India, a with 198 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at barclays.com and a matched LinkedIn profile for Satish Rathi.
Satish Rathi previously worked as Director - Wealth Planning and Family Solutions at Lgt Wealth India and India Platform Head & Vice President - Trust & Fiduciary Services at Barclays Private Bank. Satish Rathi holds Cs from Institute Of Company Secretaries Of India.
Company email context
Email format at LGT Wealth India
This section adds company-level context without repeating Satish Rathi's masked contact details.
{first}.{last}@barclays.com
86% confidence
AeroLeads found 1 current-domain work email signal for Satish Rathi. Compare company email patterns before reaching out.
Profile bio
About Satish Rathi
Overall 17+ years of experience in Trust & Fiduciary services & Wealth Management dealing with High Net Worth clientele. Implemented wealth structuring for such clients through Trusts, Wills, succession & intergenerational transfer plans etc. Focused on ensuring implementation of right set of procedures & practices benchmarked to the highest level of global standards, maintaining sound risk management, ensure that the control measures are effective, relationships are seamless with large & complex clients and provide best in class experience for the clients. Ability to drive various teams in the organization to work collaboratively and deliver a great client experience. A technology enthusiast, having played a pivotal role in facilitating technology, automations, system improvements & process efficiencies.
Listed skills include Private Equity, Insurance, Corporate Finance, Investment Banking, and 12 others.
Current workplace
Satish Rathi's current company
Company context helps verify the profile and gives searchers a useful next step.
Lgt Wealth India
7 roles
Satish Rathi work experience
A career timeline built from the work history available for this profile.
Director - Wealth Planning And Family Solutions
India Platform Head & Vice President - Trust & Fiduciary Services
Platform Head for Barclays Trust & Fiduciary Services business in India.Overall:1) Managing the India Trust platform (non-sales) and its day-to-day operations. 2) Key deliverables include the business to meet all local & global compliance & governance requirements, seamless structuring & robust documentation (e.g. Trust Deeds, Escrow Agreements, Succession Plans etc.) 3) Strategic oversight on client deliverables relating to control, governance, compliance, risk, legal documentation and operations
Assistant Vice President
Trust & Fiduciary Services, Succession Planning, Insurance
Sep 2013 - Jul 2017
Manager
Aditya Birla Money
Managed client relationships in relation to their:1) Wealth Management requirements2) Insurance needs 3) Estate / Succession Planning advisory in liaison with channel partners4) Borrowing needs5) Real estate requirements (through referrals)
Jan 2012 - Sep 2013
Manager & Compliance Officer
1) Framing & Implementing Standard Operating Processes, Policies and Risk Management measures.2) Implementing regulatory & corporate compliances with Regulatory Bodies viz. SEBI, RBI, Ministry of Corporate Affairs & Stock Exchanges viz NSE, BSE.3) Succession planning for High Networth Individuals - forming 'Private Family Trusts' as a part of 'Family Office' service offering. Advising on legal aspects of Trusts & Wills, ancillary legal services etc. Structuring tailor-made Trusts/Family Charter/Memorandum of Understanding suiting every individual's requirement.4) Updating the management with any regulatory changes affecting the existing businesses & processes.Responsible for redressal of Investor Grievances.5) Providing support to Operations Team for effective execution of Trusteeship service offerings.6) Compliance with ISO 9001:2008 standards, surveillance audits.7) Secretarial Functions pertaining to the Board Meetings, Committee Meetings, Annual General Meetings, Maintenance of Statutory Register, Annual filings with ROC etc.
Jul 2007 - Dec 2011
Executive
AIR is the leading Law Publication Company in India. Played a pivotal role in adaptation of AIR Manuals & Law Cases in electronic format by Senior Councils, Lawyers & legal departments of various Corporates.
Jul 2004 - Jun 2007
4 education records
Satish Rathi education
Cs
Institute Of Company Secretaries Of India
B.Com
Jaihind College (Mumbai)
Llb, Legal
K. C. Law College, Churchgate
Mba
Narsee Monjee Institute Of Management Studies
FAQ
Frequently asked questions about Satish Rathi
Quick answers generated from the profile data available on this page.
What company does Satish Rathi work for?
Satish Rathi works for LGT Wealth India.
What is Satish Rathi's role at LGT Wealth India?
Satish Rathi is listed as Senior Director - Wealth Planning and Family Solutions at LGT Wealth India.
What is Satish Rathi's email address?
AeroLeads has found 1 work email signal at @barclays.com for Satish Rathi at LGT Wealth India.
Where is Satish Rathi based?
Satish Rathi is based in Mumbai, Maharashtra, India while working with LGT Wealth India.
What companies has Satish Rathi worked for?
Satish Rathi has worked for Lgt Wealth India, Barclays Private Bank, Aditya Birla Money, Vistra Itcl India Ltd, and All India Reporter Pvt Ltd (Law Reports Publisher).
How can I contact Satish Rathi?
You can use AeroLeads to view verified contact signals for Satish Rathi at LGT Wealth India, including work email, phone, and LinkedIn data when available.
What schools did Satish Rathi attend?
Satish Rathi holds Cs from Institute Of Company Secretaries Of India.
What skills is Satish Rathi known for?
Satish Rathi is listed with skills including Private Equity, Insurance, Corporate Finance, Investment Banking, Team Management, Business Analysis, Investment Advisory, and Financial Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Satish Rathi you were looking for.
View similar profiles
