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Anshul Kothari

Co-Founder & Managing Partner at AVR Panacea Capital
Intro Book
Anshul Kothari, a seasoned wealth management expert with 5 years of experience, holds a Master's degree in Business Management and a Financial Risk Manager certification, proficient in Hindi and possessing expertise in wealth management, investment advisory, and financial planning.
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Location
North Goa, Goa, India, IN
Languages
  • Hindi -
Skills
  • Wealth Management
  • Investment Advisory Services
  • Investment Advisory
  • Financial Planning
  • Finance
  • Show all
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Bio

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Anshul Kothari is a seasoned wealth management expert with a strong background in investment advisory services, financial planning, and business strategy. As Co-Founder and Managing Partner at AVR Panacea Capital, he has been instrumental in fostering relationships with High Net Worth Individuals and developing investment strategies across various asset classes. Holding a Master's degree in Business Management from the Indian Institute of Planning and Management, Anshul has also earned a Financial Risk Manager Level 1 certification from the Global Association of Risk Professionals.

Credentials

  • FRM 1
    Global Association of Risk Professionals (GARP)
    Jun, 2013
    - Apr, 2026
  • Advanced Global Management Programme
    Cambridge Judge Business School
    Jul, 2009
    - Apr, 2026

Experience

  • AVR Panacea Capital
    • Mumbai, Maharashtra, India
    • Co-Founder & Managing Partner
      • Apr 2019 - Present
      • Mumbai, Maharashtra, India

  • Aditya Birla Finance Limited
    • Mumbai Area, India
    • Senior Portfolio Manager
      • Nov 2017 - Apr 2019
      • Mumbai Area, India

  • Abchlor Investment Advisors Pvt. Ltd. - India
    • India
    • 1 - 100 Employee
    • Assistant Vice President
      • Apr 2017 - Nov 2017

    • Senior Wealth Manager
      • Jul 2015 - Apr 2017

      Fostering relationships with High Net Worth Individuals (HNWIs), working with them to structure their Investments. Developing and executing investment strategies in various asset classCreating wealth management solutions through strategic asset allocations.

  • JPMorgan Chase & Co.
    • Mumbai Area, India
    • Senior Analyst
      • Nov 2014 - Jun 2015
      • Mumbai Area, India

      In charge of on-boarding of Foreign Institutional Investors(FII) & Foreign Portfolio Investors (FPI) inIndia with JP Morgan Chase as their sub-custodianMonitoring RBI policies to ensure a stringent risk based approach in analyzing each FII & FPI client. Working closely with the Direct Custody and Clearing team advising on Local & Corporate Due Diligence.

  • Euro India Cylinders Limited
    • Senior Manager Finance
      • Jul 2012 - Mar 2013

      Study complete operations of the Plant and derive cost for High Pressure Seamless Gas Cylinders for various diameters and water capacitiesReview financials of the company and suggest strategies for restructuring loans and the interest costEstablish sales forecast and present the same to the Board of Directors and Sales team along with the calculated sales price and its effects on the financials of the Company for the given period.

  • Almondz Global Securities Limited
    • Associate Research Analyst: Infrastructure
      • Mar 2010 - Aug 2010

      Develop the complete Earnings Model of the companies to be brought under coverage.Assist the Infrastructure analyst in fundamental analysis of the companies and report writing.Develop a detailed Valuation Matrix of Infrastructure companies.

Education

  • 2005 - 2008
    University of Northumbria at Newcastle
    BA (HONS), Finance and Financial Management Services
  • 2008 - 2010
    Indian Institute of Planning and Management
    Master's degree, Finance and Financial Management Services
  • 2013 - 2020
    Global Association Of Risk Professionals (GARP)
    Financial Risk Manager Level 1, Financial Risk Management
  • 1992 - 2003
    Utpal Sanghvi School
    Senior Secondary

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