Headline

Head Family Office at Sumit Gupta Family office | Ex Kotak Private Banking | MBA at Master’s Union ‘24

About

Heading the Family office of Sumit Gupta, Co Founder at Coindcx. Ex Private banker at Kotak Private working with the most exclusive professionals in the country across investments, estate planning, family office and other financial objectives. MBA Graduate from Masters' Union cohort of 24 where I was the president of the student run fund in Private Markets. Only student to do a VC internship at Mukesh Bansal's fund. As a founding member at Bhive Alts was part of the initial journey in scaling the AUM to 100 Crs, helped in both B2B and B2C initiatives. This stint gave me the head-start in my career.

Location

Bengaluru

AI stack

claude

grok

openai

ChatGPT

Work experience

Head Family Office at Sumit Gupta Family office, Sep 2026 - Present · 3 mos, Spearheading the Family Office for Sumit Gupta, Co-founder & CEO of CoinDCX, overseeing investments across public markets, private equity & venture, real estate, alternatives and global opportunities. Responsible for asset allocation, investment diligence, portfolio management and long-term capital strategy.

Private Banker at Kotak Private, Jan 2025 - Aug 2026 · 1 yr 8 mos, Bengaluru, Working with C-Suite families and professionals across various financial advisory solutions such as India investments, offshore investments, estate planning and family office planning.

Venture Capital at Meraki Labs, Sep 2023 - Dec 2023 · 4 mos, Gurugram, Haryana, India, Built an investment thesis on the higher education sector in India

Senior Manager, Investments at BHIVE Alts, Jan 2023 - May 2023 · 5 mos, Bengaluru, Karnataka, India, - Led a team of 12 investment associates to bring the AUM from 7Crs to 100Crs - Heading the fractional real estate and business financing verticals - On boarding IFAs and channel partners to increase the distribution side of business

Team Lead Investments at BHIVE Alts, Dec 2021 - Dec 2022 · 1 yr 1 mo, Bangalore Urban, Karnataka, India, - Rewarded with the quickest promotion at the firm - Leading a team in building the AUM for the investment platform - Strategic alliances with other alternative investment startups - Networking with HNIs and family offices on various opportunities BHIVE offers through the platform - Driving the sales strategy end to end

Founders office at BHIVE Alts, Nov 2020 - Nov 2021 · 1 yr 1 mo, Bangalore Urban, Founding team - Kickstarted the alternative investment platform - structuring of investment vehicles - Business development with retail investors HNIs and Family offices - Highest Individual contributor consistently

Investment Banking Analyst at SilverMile Capital, Jun 2020 - Oct 2020 · 5 mos, SilverMile Capital is a Boutique Investment Bank that advises several Venture Capital and Private Equity Funds with Deal Sourcing and Fundraising Activities based out of London and Delhi. Edtech & Agritech

Education

Master of Business Administration - MBA, Technology and Business Management, Masters' Union

Member, GrowthX®