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.
An MBA from IIM Lucknow and a BE in Mechanical from VJTI, Mumbai. He has over 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.
Head of Operations
An MBA (Finance) from Pune University, he has a rich experience of over 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.
Head - HR
He has over 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 L&T Finance.
Head of Marketing
An alumnus of IIT Madras and IIM Calcutta, he is a creative professional with over 14 years of rich experience in BFSI marketing. He has worked with HSBC for over 9 years across Private Banking, Credit Cards, Loans and Personal Banking. In his last assignment he served as the Head of Marketing & Corporate Communications at Prabhudas Lilladher Pvt. Ltd.
Head of Investments
He holds an M.Sc. in Investment Banking from University of Reading, UK and a certification in International Fixed Income and Derivatives from ICMA, Zurich. With a Masters in Financial Management, he is a qualified chartered wealth manager & holds a certificate in Certified Alternative Investment Management (AIM). He has been the Head of Investment Advisory at IIFL and has also worked with ICICI and Standard Chartered.
Head – Insurance & Investment Advisory
She is a qualified Certified Financial Planner(CFP) with an MBA in Finance & Marketing from ICFAI and holds over 12 years of rich experience in banking, wealth management and investment advisory. Having worked in delinquency & vendor management at ICICI and having handled UHNI clients as well as being a product head (Insurance & Investments) at HDFC Bank have given her a deep insight into the industry. She has also contributed as a CFP Trainer with the Financial Planning Academy.
Regional Head – North
He is an Economics graduate and a Certified Financial Planner (CFP) with a PGDBA in Marketing. With close to 20 years of rich experience in the BFSI industry he has had a decorated career with ICICI, Citigroup, HSBC, Religare and L&T Finance. He joined KPW in 2016 and currently looks after sales in the North zone.
Regional Head – South
A veteran with over 16 years of valuable BFSI sales experience, he holds an MBA from Manipal Academy. Over the last 7 years at KPW, he has been developing markets in Bangalore, Kochi, Trivandrum, Kozhikode & Coimbatore. In his earlier stints he has worked with Sanlam, Religare Macquarie PW, HSBC and ABN Amro.
Vikash Kumar Jain
Regional Head – East
With over 18 years of experience in Wealth Management & Banking, he holds a PGDBA (Finance) from ICFAI and is also a CFA (Gold Medallist – Security Analysis). As an inspirational leader, he has been spearheading the business in the East for the last 3 years at KPW. Earlier he was with Yes Bank as Regional Relationship Leader.
Regional Head – North
He is a musician turned banker who has over 15 years of experience in the Wealth Management industry. He’s been associated with Karvy Private Wealth for 10 years, prior to which he was with the Kotak group. In his current role he has been instrumental in developing the markets across North India.
Head – Gujarat
An M.B.A from ICFAI Business School, he has over 20 years of experience in BFSI and has been with KPW for the past 2 years. Being an enthusiastic sales veteran himself, he’s been leading the charge from the front in Gujarat. His earlier stints include IndusInd, Kotak Mahindra Bank, ICICI Bank and IDBI Bank.