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Indian Wealth Management House Continues Expansion With Raft Of Hires

Tom Burroughes

12 January 2018

India-based , which has taken on a raft of senior figures over the past three months as it builds out its family office business, the firm has confirmed to this publication.

The organisation said that recent strategy has involved expanding market coverage, such as adding a new relationship manager in Delhi, opening a new office in India’s “Silicon Valley” of Bangalore and expanding the investment team both for listed and unlisted assets, such as private equity.

There are a now a total of six investment professionals working at the firm, Munish Randev, Waterfield’s chief investment officer, told this publication. This news service had enquired about hires following a recent alert that a new relationship manager had joined its business.

Recent senior hires include those of Kartik Kini, chief operating officer (previously at Avendus, Deutsche Bank and DSP Merrill Lynch); Gautami Shah, vice president, investment solutions – listed assets (previously AXIS AMC, Crisil); Deshan Tucker, assistant vice president, private equity (previously Avendus, EValuserve, Grant Thornton); Puja Shah, VP, relationship management (previously Deutsche Bank, ICICI Prudential, HDFC Bank); Tanvi Savla, VP, relationship management (previously DSP Merrill Lynch, Kotak); Sahil Grover, VP, relationship management (previously Avendus, Citibank).

Other additions are Apali Acharya, AVP, relationship management (previously Credence, EntrustFamily Office); Irshaad Kadwani, executive director, relationship management (previously Jardine Fleming, Merrill Lynch and Julius Baer); Niharika Bakliwal, manager, relationship management (Avendus, Tresvista), Saket Kamble, manager, client services (previously BNP Paribas, Credence, Alchemy) and Pankaj Sharma, manager, client services (previously working at Tata AMC, Standard Chartered AMC).