Varun Mathur Email & Phone Number

I have been in the Private Banking / Wealth Management industry for 15 years now and I have an exceptional track record in onshore/ offshore private banking/ wealth management space.•Always awarded for a top-notch performance in private banking/ wealth management space. •Ability to network at the highest level and build discrete,solid relationships are my value propositions in a fairly competitive banking landscape.•Experienced & seasoned provider of investment solutions to Ultra HNI's,Trusts & Private Businesses.•Focus on providing value added opportunities in wealth management for individuals and cash surplus businesses.•Proven track record of being banker of first choice through the market swings of yesteryears. •Well versed with various aspects of the retail liabilities & assets businesses as well.•Have an in depth understanding of various portfolio asset classes & have been keenly following capital markets since 2005•I specialize in holistic consultancy from wealth management, fiduciary services, taxation for benefit of Resident Indian clients, Non Resident Indian clients & Corporates. Specialties: Instrumental in generating an exponential growth in the businesses I have been engaged with. My strength lies in building Private Banking / Wealth Management businesses, people management & encompassing all its dimensions including product management, sales & research.Relationship / Financial Planning & Wealth Advisory.Marketing and Product Strategic Planning.Credit/ Loan Administration/Inspection / Risk Control.High Conceptual/ Analytical and Problem Solving Skills.

Listed skills include Capital Markets, Investment Banking, Portfolio Management, Banking, and 5 others.