Karvy private Wealth mangement team

Management Team

Managing your wealth is a matter of extreme criticality. It requires deep and wide knowledge of the several exciting opportunities that are available today and a highly trained eye that has the uncanny ability to pick the wheat from the chaff. Karvy’s highly experienced management team will instil trust in you and bring the best of opportunities across several asset classes offering you bespoke solutions tailored to your goals and hand hold you through your journey to wealth creation.

They have the ability to mix art of investments with the analytical skills to give you complete peace of mind.

Abhijit Bhave, CEO at Karvy Private Wealth Abhijit Bhave CEO Abhijit is responsible for building and growing the business, across both the Indian and Overseas markets.

An MBA from IIM Lucknow and a BE in Mechanical from VJTI, Mumbai. He has 20 years of experience in the areas of Wealth Management/Financial Services Industry in India & overseas, he has also worked in other areas like asset management, cash management, corporate banking & retail banking. He has also headed the Private Banking business in the past. Abhijit brings to the table rich senior management experience building organisations of scale and exhaustive knowledge of direct marketing and sales. Prior to that, he has worked with Deutsche Bank, HSBC and ICICI Bank.

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V Srinivasan, Head operations at Karvy private wealth V. Srinivasan Head Operations Srinivasan is responsible for the entire operations, process setting and implementation.

An MBA (Finance) from Pune University & has a rich experience of 15 years in Capital Markets and NBFC, with a focus on various aspects of Operations and Process implementation. Prior to joining Karvy Private Wealth he worked with JM Financial for 10 years.

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Shantanu Awasthi, Head Family Office Head at Karvy Private Wealth Shantanu Awasthi Head Karvy Family Office Shantanu is responsible for managing Karvy Family Office and proposition for Ultra High Networth Families.

He is Masters in Economics from Jawaharlal Nehru University with work experience of more than 15 years across Private Banks in India and abroad. Prior to joining Karvy Private Wealth he was working with Morgan Stanley as a Vice President. He has also worked with HSBC - Overseas, Kotak Wealth & Standard Chartered Bank.

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Varun Saxena Head Marketing & Alternate Channels Varun Saxena Head Marketing & Alternate Channels Varun is responsible for managing the Karvy Private Wealth brand, acquisition support as well as developing non-linear streams of revenue from Karvy Private Wealth.

A Mechanical Engineer from Pune University and an MBA in Marketing from Symbiosis Centre for Management & Human Resource Development (SCMHRD), Pune. He has 15 years multi-industry and multi-functional experience across the Financial Services, Retail and industrial products Industries. Prior to joining Karvy, Varun has worked across Marketing, Sales and Product functions at corporates such as Citigroup, Godrej & Future Capital.

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Jharna Agarwal Head Products Jharna is responsible for managing the product platform, advisory services and induction training for Karvy Private Wealth.

An MBA from ICFAI Business School, Hyderabad with more than 10 years of experience in Products, Sales & Training across Banking and Wealth Management industry. Prior to joining Karvy Private Wealth she worked with organisations such as HSBC & Kotak Mahindra Bank.

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Vikram Chhokar Regional Head - North & East Vikram heads the Wealth Management Business of Karvy Private Wealth for the North and East regions and is responsible for building a high quality business in his regions, presently covering Delhi NCR, Kolkata, Chandigarh, Lucknow and Jaipur.

An MBA from IMT Ghaziabad, Vikram has over 21 years extensive experience in the Wealth Management, Private Banking and Real Estate Industries. Prior to Karvy Private Wealth, he has worked for companies such as PropTiger, Barclays Bank, Deutsche Bank, Standard Chartered Bank, HSBC and Birla Sun Life. His last role was as National Head Sales – Primary Business for PropTiger, a Newscorp backed organization.

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G Rajan Regional Head - West, Karvy Private Wealth G. Rajan Regional Head – West Rajan heads the Sales function and is responsible for building a high quality business for West India. He is an enabler and loves to create the right working environment for his teams.

Current geographies include Mumbai, Pune and Indore. He has been a part of Karvy Private Wealth for over 6 years and is one of the earliest leaders to have joined us.

An MBA from DAVV, Indore having over 15 years of experience in leading high performance teams. Rajan has been in the financial services space for over 11 years. Prior to joining Karvy Private Wealth, he has worked with DBS Bank, Citibank and HDFC Bank. He has also worked with Colgate Palmolive and Tata group in his initial years post his MBA.

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Taral Reval Head Real estate business at Karvy private wealth Chandrahas Shetty Head – Human Resources Chandrahas is responsible for effective execution of HR functions. He is in charge of improving operations that impact business growth and optimize capabilities and scalabilities through process improvements and people practices.

He has close to 19 years of experience in the Financial Services Industry, wherein he has worked across businesses such as Wealth Management, Asset Management and Retail Lending. He has worked in organisations such as Citicorp Finance, Aditya Birla Financial services and Larsen & Toubro Financial services Ltd.

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Karvy Private Wealth is a division of Karvy Stock Broking Limited having SEBI Registration No. NSE:INB/INF/INE 230770138; BSE:INB/INF 010770130/010770131; MSEI:INE 260770138; DP:IN-DP-175-2015; PMS Regn No.INP000001512
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