Headline

Wealth Manager | HNI/UHNI Portfolios, PMS & Alternatives | ₹80Cr+ AUM (~£6M) | CFA Candidate

About

I'm a wealth manager at Dezerv, working with HNIs and UHNIs to build long-term, disciplined portfolios across PMS and alternative assets. In seven months I've grown to manage ₹74Cr+ (~£5.7M) in client AUM, sourced through direct relationship-building rather than inherited books. I hold an MSc in Management from UCL and am working toward the CFA. Before Dezerv, I worked across EY (buy-side M&A due diligence), KPMG India (internal audit and investment committee support), and HDFC Bank (credit assessment, KYC, and compliance for HNI/SME clients), which is where my instincts for risk and client trust actually come from. My approach: understand the goal, build the right allocation, and stay disciplined through the noise. I write about market updates, behavioral finance, and the real conversations that shape how I think about money. Always open to connecting with investors, advisors, and people building careers in wealth management, including across the UK and international markets.

Location

India

AI stack

claude

gemini

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openai

ChatGPT

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Work experience

Wealth Manager - PMS | Alternatives at Dezerv, Feb 2026 - Present · 8 mos, India, - Manage ₹74Cr+ (~£5.7M) in client AUM across PMS and Alternative strategies, up from ₹25Cr+ at the start of the role - Onboarded 2 new HNI/UHNI clients and initiated 9 SIPs in a single month through direct relationship-building - Advise HNI/UHNI clients on asset allocation and portfolio construction, with a focus on discipline through market corrections and geopolitical noise

Consultant Internship at EY, May 2023 - Jul 2023 · 3 mos, • Conducted financial due diligence for buy-side M&A transactions, reviewing client portfolios and identifying key risk areas to support senior partner decision-making. • Audited income statements, balance sheets, and cash flow reports for regulatory review; improved internal data integrity by 20% through standardised documentation and file management workflows.

Corporate Strategy Analyst at Jindal Steel & Power Ltd., Dec 2022 - Jan 2023 · 2 mos, Delhi, India

Internal Audit Intern at KPMG India, May 2022 - Jul 2022 · 3 mos, • Built ROI forecasting models and capital evaluation frameworks supporting due diligence documentation for investment committees during major acquisition reviews. • Reviewed and reconciled financial data across business units, improving transparency and accuracy in client-facing and investor reports.

Finance & Banking Intern at HDFC Limited, Dec 2021 - Jan 2022 · 2 mos, Greater Delhi Area

Education

MSc, Business Administration and Management, General, UCL

Bachelor's degree, Buisness Administration, O.P. Jindal Global University (JGU)