Experience

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  KG Capital

  • New Delhi, Delhi, India

  • Founder

    • May 2022 - Present
    • New Delhi, Delhi, India
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  Frontline Group

  • Noida, Uttar Pradesh, India

  • Head Of Sales

    • Jan 2022 - Mar 2022
    • Noida, Uttar Pradesh, India

    The Group received an in-principle approval from SEBI to launch it’s Mutual Fund, FCSL Asset Management Ltd. and I was proposed to head the Sales Function of the Asset Management Company.

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  Tortuga Wealth Managers

  • New Delhi, Delhi, India

  • Business Head - North & East

    • Feb 2021 - Dec 2021
    • New Delhi, Delhi, India

    Set up the entire Sales & Distribution network of the company across North & East India. The Company offers an excellent proposition for anyone who has a large Equity MF portfolio. A really skin-in-the-game strategy, where the interest of the Company (as an Advisor) is totally aligned wit...

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  Value Research - Independent Advisors LLP

  • Noida Area, India

  • Chief Business Officer

    • Feb 2019 - Jan 2021
    • Noida Area, India
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  Fidellis Investment Management LLP

  • New Delhi Area, India

  • Partner

    • Aug 2017 - Jan 2019
    • New Delhi Area, India

    Setting up of a Wealth Management Firm focused on advising HNI's for their investments requirements through MFs, stocks, bonds, PMS, etc. to suit their risk return profile.

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  CANARA ROBECO ASSET MANAGEMENT COMPANY LIMITED

  • New Delhi Area, India

  • Business Head - North

    • Jun 2014 - Jul 2017
    • New Delhi Area, India
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  Baroda Pioneer Mutual Fund

  • New Delhi Area, India

  • Regional Manager - Institutional Sales

    • May 2009 - May 2014
    • New Delhi Area, India
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  Fullerton Securities & Wealth Advisors

  • Product Head - Investments

    • Feb 2009 - May 2009

    I was involved as a core member of the start up team, and was responsible for short listing and tie ups with all the channel partners with the aim to provide the entire suite of products, viz. Mutual Funds, Company Deposits and Bonds. This entailed negotiations for the most competitive commercial...

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  Anand Rathi Private Wealth Management

  • Vice President

    • Jan 2008 - Jan 2009

    Responsible for advising HNI's on various products including Mutual Funds, Secondary Equity, IPOs, Bonds, insurance, structured products etc. The mandate extended to include advisory on risk mitigation strategies, tax planning, estate management etc.

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  Standard Chartered Bank

  • Regional Manager - Fund Sales, Corp A/cs & Port.Counc. N&E

    • Mar 2004 - Jan 2008

    Set up the Institutional Sales vertical for the Bank in North

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  JM Morgan Stanley Retail Services

  • Assistant Vice President

    • Aug 2000 - Mar 2004

    Set up the Institutional Sales vertical for the firm in North

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  Sundaram Newton AMC Ltd.

  • Branch Manager

    • Sep 1999 - Jul 2000

    Set up the AMC Branch in East

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  Value Research

  • Senior Analyst

    • Apr 1997 - Aug 1999

    Research support to Sunlife Assurance, a Canadian Insurance Company, seeking entry into life insurance business in India. Responsibilities included providing inputs for development of business plans for Indian operations.

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  Prudential Capital Markets Ltd.

  • Senior Manager

    • Aug 1995 - Mar 1997

    Headed the Fixed Deposit and debt marketing function in North India.

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  Som Datt Finance Corporation Ltd.

  • Manager - Merchant Banking

    • 1994 - 1995

    Origination and execution of two IB mandates

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  Escorts Finance Ltd.

  • Asst Manager - Merchant Banking

    • 1992 - 1994

    Origination and excution of IB mandates and setting up of retail network to sell the issues underwritten by the firm.