Skilled wealth managers play a pivotal role in guiding individuals and businesses towards accomplishing their financial goals. Through their expertise in investment strategies, asset allocation, and risk management, they offer personalized financial planning tailored to clients’ needs. By assessing clients’ financial situations and long-term aspirations, these wealth managers devise comprehensive and sustainable plans. They provide continuous monitoring and adjustments to ensure alignment with changing circumstances. With their support, clients gain confidence in navigating the complexities of the financial landscape, making informed decisions, and working steadily towards a secure and prosperous future. Here are India’s skilled wealth managers who are helping individuals in achieving their financial goals.
Harish Menon – Co-Founder & Head of Investments and Product Research, House of Alpha
Harish spearheads Investments and Product Research at House of Alpha. With his extensive experience of over 17 years in the financial markets, a Chartered Accountant and qualified Chartered Financial Analyst, he possesses expertise in fixed-income, equity, macro-economics and currency-related domains to build robust investment portfolios. Before embarking on an entrepreneurial journey, Harish has worked with ING Vysya Bank, ICICI Securities and IDFC Mutual Fund. His most recent corporate role was as a Chief Economist for ING Vysya Bank. Additionally, Harish has also been a trainer in the financial market domain and has facilitated over 1500 days of training for numerous mutual funds, wealth management firms and banks, among others.
Hemant Sood – Managing Director, Findoc
Mr. Hemant Sood is a first-generation entrepreneur and angel investor based out of Ludhiana, Punjab. He believes in continuous learning and hence got certifications in Business Management from several reputed universities like Harvard Business School and MIT Sloan School of Management. Specialities and expertise lies in Customer Relationship Management (CRM), Team Building, Capital Markets, Management, and Leadership. He is also a member of the Board of Governors, IIT Mandi and a Regular Member of YPO.
Manu Rishi Guptha – Founder & Chief Executive Officer, MRG Capital
With over 25 years of investment experience and a full-time MBA from Warwick Business School, Hemant Sood passionately comments on the stock market and hospitality. He has led top management roles in pioneering hotel projects, demonstrating success in asset, financial, and operational management, market development, and stakeholder relations, along with a focus on customer and human capital retention.
Mahesh Agarwal, President, AUM Capital Market Pvt Ltd
He is the National Head of Wealth segment at AUM Capital. Also oversees and manages day-to-day activity in financial products across the country. With an experience of more than 20 years in the field of Wealth Management , Fixed Management and Financial Advisory, he has built up his reputation as one of the most revered leaders in this space. He also played an instrumental role in shaping AUM Capital’s strategy and aligning it with the future business landscape.
Kumar Binit, Co-founder and CEO, FinMapp
He is also a highly experienced and well-educated professional. Kumar has a postgraduate degree from the Institute of Chartered Financial Analysts of India (ICFAI) and more than 20 years of experience in the field, and he has solidified a name for himself as a thought leader and authority in the area. His broad knowledge and experience have equipped him to effectively represent FinMapp and convey the organization’s vision and mission to the general public