Shriram Wealth

We are excited to welcome Shreyas HN as our new Deputy Vice President & Market Lead - Client Relations (South). With more than 10 years of experience in Banking and Financial Services, Shreyas has built an impressive career at top institutions such as Citi and Deutsche Bank. Known for his ability to deliver quick solutions and his people-first approach to client relations, Shreyas brings a wealth of expertise to the team. He holds a Master's degree in Finance and Marketing from the Shri Dharmasthala Manjunatheshwara Institute for Management Development (SDMIMD).? Vikas Satija Nidhi Agrawal Sachdeva Anirban Mallick Naval Kagalwala Puneet Asthana

We are thrilled to welcome?Varun Gupta as Vice President & Market Lead - Client Relations (North) Varun joins with over 14 years of experience?in the Banking & Wealth Management sector. He joins us from?Kotak Mahindra Bank - Priority?where he was an?Insignia Relationship?Manager?and was responsible to provide various investment solutions and financial advisory services across asset classes to UHNIs & HNIs. Prior to this, he was appointed as?Chief Branch Head with ICICI Securities, Gurgaon He has completed his?Bachelors in Pharmaceuticals from?LBS College, Jaipur?and holds a?Post?Graduate in Marketing & Operations from EMPI Business School, New Delhi Vikas Satija Naval Kagalwala Nidhi Agrawal Sachdeva Puneet Asthana Anirban Mallick

We are excited to welcome Regina Sequeira to Shriram Wealth as the Vice President -Third-Party Products. With over 25 years of experience in the Mutual Fund and Wealth Management sectors, Regina brings a wealth of expertise across Sales, Products, and Research functions. Before joining Shriram Wealth, Regina spent 9 years at Way2Wealth Brokers Ltd., where she led the Product & Research function for Third-Party Products. Her key role involved delivering solution-based investment plans, crafting innovative product ideas, identifying growth opportunities across product categories, and designing strategies to drive sales through the PCG, Wealth team, and Franchisees. ? Regina’s extensive career also includes a 15-year tenure at Birla Sun Life Asset Management Company Ltd., where she gained valuable experience in sales and accounting. A graduate with a Masters in Financial Management from Welingkar Institute of Management Development & Research. We look forward to her contributions as she helps shape the future of Shriram Wealth. Vikas Satija Nidhi Agrawal Sachdeva Anirban Mallick Puneet Asthana Naval Kagalwala

We are pleased to announce that Meetu Kapoor has joined Shriram Wealth as Senior Vice President for Process, Learning & Development, and Risk Controls. She has over two decades of experience across Branch Banking, Learning & Development, and Internal Audit, and has held leadership roles in Affluent Banking and NRI Services. She joins us from Kotak Mahindra Bank and, prior to this, worked with ICICI Bank. A Business Studies graduate from Shaheed Sukhdev College of Business Studies, Delhi University, and an MBA from Symbiosis Institute of Management Studies, Pune, she is also an NLP Practitioner. Vikas Satija Nidhi Agrawal Sachdeva Anirban Mallick Puneet Asthana Naval Kagalwala ?

We are glad to have Manisha Rai onboard as Sr. Vice President & Market Head, Client Relations. Manisha joins us with over 17 years of experience in the BFSI domain and specializes in wealth management, building client relations, and has excelled in her past leadership roles. Her experience spans across notable industry players like Kotak, Citibank, and HSBC. She holds an MBA in Finance from Symbiosis International University. We are confident that her expertise and leadership will play a key role in driving growth and enhancing client relationships at Shriram Wealth. We look forward to her valuable contributions as she helps shape the future of the company. ?Vikas Satija Anirban Mallick Puneet Asthana Nidhi Agrawal Sachdeva Naval Kagalwala

We are pleased to announce that AMIT GUPTA has joined Shriram Wealth as Deputy Vice President - Operations. With over 20 years of experience in Banking and Financial Services, Amit has an extensive background, having been part of the founding team at Morningstar. His expertise spans in Wealth Management & PMS role at various organisations. He holds a Graduate Degree in Finance from Mumbai University. Shriram Wealth is confident that with his experience and leadership, Amit will make the best of this opportunity and contribute significantly to our continued growth and success. ?Vikas Satija Nidhi Agrawal Sachdeva Puneet Asthana Anirban Mallick Naval Kagalwala

We are delighted to announce that Pavas Arya has joined Shriram Wealth as Vice President Brand & Marketing. With over 15 years of experience in brand strategy, marketing leadership and creative innovation, Pavas has developed growth driven marketing strategies turning bold ideas into compelling brand narratives. With a deep understanding of consumer behaviour, market trends and digital transformation, Pavas excels in crafting strategic marketing plans that elevate brand visibility and foster long-term growth. His past experiences include Kotak Mahindra Bank, Volkswagen Financial Services, ICICI Bank & Tata Teleservices. Pavas holds a Masters Degree from ICFAI University and a Digital Marketing certification from IIM Bangalore. Vikas Satija Puneet Asthana Naval Kagalwala Anirban Mallick Nidhi Agrawal Sachdeva

·We are pleased to announce that Neena Joshi has joined Shriram Wealth as the Vice President – HR · ·With over 15 years of experience in Talent Acquisition and Business Partnering experience in BFSI industry, Neena brings a wealth of expertise in Talent Management. Her past experiences include Kotak Mahindra Bank, Turtlemint Insurance Brokers, Indiabulls, BNP Paribas, Tata Communications & Kelly Services. · ·She has been instrumental in implementing HR strategies that foster a positive and inclusive workplace culture. · ·She holds a Masters degree from NMIMS and HR certification course from IIM Kozhikode Vikas Satija Nidhi Agrawal Sachdeva Naval Kagalwala Puneet Asthana Anirban Mallick

We are pleased to announce that Rakesh K has joined Shriram Wealth as Associate Director of Client Relations for Tamil Nadu and Kerala. ? With over 23 years of experience in the BFSI domain, Rakesh has specialized in wealth and asset management, as well as distribution. Before joining Shriram Wealth, he served as Business Head for Private Client Group at Shriram Fortune Solutions (a part of the Shriram Group), and also worked with notable firms such as Fisdom, Birla, and Motilal. ? Throughout his career, Rakesh has excelled in building phygital wealth management businesses and expanding large franchises across multiple geographies. Outside of his professional life, Rakesh is an avid marathon runner and a philanthropist, supporting numerous children in their educational endeavours. ? He holds a bachelor’s degree in commerce from Madras University and an International MBA from Brussels, Belgium. Vikas Satija Puneet Asthana Naval Kagalwala Anirban Mallick Nidhi Agrawal Sachdeva

We are pleased to announce that Ashwani kumar has joined Shriram Wealth as the Sr. Vice President – Client Relations for Andra Pradesh & Telangana He has overall 18 years of work experience in Insurance, Media, Banking & Wealth Management. He has worked with Kotak Mahindra Bank, Equitas Small Finance Bank, ING Vysya Bank, Birla Sun Life, ICICI Pru. Life Insurance. His expertise spans across wealth management segments He holds PGDM degree from IIPM Hyderabad and B-Tech Graduate in Mechanical engg from Madras University Vikas Satija Puneet Asthana Anirban Mallick Naval Kagalwala Nidhi Agrawal Sachdeva