Experience

Polo Wealth

• India
• Investment Management
• 1 - 100 Employee

• Proprietor

  • Oct 2020 - Present



Polo Wealth Advisors

• Pune Area, India

• Managing Partner

  • Feb 2014 - Present

  A boutique family office firm, backed by our CA firm(O.P. Rathi & Co) which is over 35 year old firm based out of Baroda, India. Our expertise include Financial Planning, Investment banking, Estate Planning, Corporate fund Management, Hedging Strategies and International Investments. A boutique family office firm, backed by our CA firm(O.P. Rathi & Co) which is over 35 year old firm based out of Baroda, India. Our expertise include Financial Planning, Investment banking, Estate Planning, Corporate fund Management, Hedging Strategies and International Investments.



Motilal Oswal Financial Services Ltd

• India
• Financial Services
• 700 & Above Employee

• Vice President

  • Oct 2012 - Feb 2014

  I work with Motilal Oswal Private Wealth Management as Vice Presidnet in Sales where my endeavor is to represent the firm in its most sophisticated and impactful manner to the wealthy of our nation. And provide meaningful financial advisory services. I work with Motilal Oswal Private Wealth Management as Vice Presidnet in Sales where my endeavor is to represent the firm in its most sophisticated and impactful manner to the wealthy of our nation. And provide meaningful financial advisory services.



Anand Rathi Share and Stock Brokers Ltd

• India
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Apr 2008 - Oct 2012

  I am working in the HNI broking department, where my job role is to provide service to our High value traders and acquiring new business. I am working in the HNI broking department, where my job role is to provide service to our High value traders and acquiring new business.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• AVP - HSBC Premier

  • Apr 2007 - Apr 2008

  I was a relationship manager for Premer banking customers. My job profile was to acquire and provide service to customers and provide them with Wealth Management solutions. I was a relationship manager for Premer banking customers. My job profile was to acquire and provide service to customers and provide them with Wealth Management solutions.