Rajnish BahlMD & CEO, Group Retail Financial Services
Rajnish is the founder member of Centrum Wealth Management and is the Group MD Retail Financial Services. He has nearly three decades of experience in retail banking, wealth management, consumer lending, project financing, credit risk management and distribution strategy having worked with large global financial services companies both in India and abroad. Under his leadership, Centrum Wealth’s AUM has grown consistently since inception in 2011 and now stands at ~USD 3 Billion.
Rajnish’ s last job prior to joining Centrum was as Regional Head of Distribution, HSBC Middle East and North Africa (MENA) overseeing 18 countries in the region. He served as the Managing Director and Head of Retail Bank, HSBC India. Rajnish is a career banker and has served established global majors such as Citibank, ANZ Grindlays and Standard Chartered Bank in his illustrious career. He is a rank holder Chartered Accountant with a Gold Medal in Auditing.
S GanashyamED & COO, Centrum Wealth
He has over 25 years of experience across a range of business including Wealth Management, Private Banking, Institutional and Retail Equities, Equity Research, Portfolio and Investment Advisory Service, Distribution channel Management, Financial Journalism and Databases. He has played a crucial role in setting up and growing the Wealth Management business at Centrum.
Prior to joining Centrum, he was Head of Wealth Management at HSBC and also a Director of the HSBC Group companies namely ILFS Investsmart Insurance Brokers Limited and ILFS Investsmart Academy for Insurance and Finance Limited.
Prior to that, he was the Head Investment Advisory Service at ABN AMRO Private Banking and was also a part of the core team that set up Anand Rathi Securities.
Ganashyam is a CFA (Chartered Financial Analyst) from the CFA Institute, USA and holds a post graduation degree in management from the University of Mumbai.
K Sandeep NayakED & CEO, Retail Broking
Sandeep has over two decades of experience in capital markets including Wealth Management, Equity Broking, Private Client Services, Portfolio Management and Distribution. Sandeep is the ED & CEO at Centrum Broking (2011- to date) and is a founder member of Centrum Wealth. He handles the Equities business at Centrum. Sandeep worked at Kotak from 1995-2010 in different roles across Kotak Mahindra Finance Limited (which converted into Kotak Mahindra Bank) and spent more than 10 years in the capital market business at Kotak Securities. At Kotak Securities, Sandeep was a founder member and instrumental in setting up the online and retail brokerage. He also Headed the Private Client Business at Kotak Securities for six years. His last assignment was as Head- Retail Broking and Wealth Management at HSBC Investdirect where he provided strategic direction to Retail Broking and wealth management businesses of the company. Sandeep is a qualified Chartered Accountant (ICAI, with an all India First Rank and is a multiple Gold medallist). He is also a Cost Accountant (with an all India First Rank).
Sandeep is born and educated at Bangalore. Had his schooling at Bishop Cotton Boys School, Bangalore and is an alumnus of Vijaya College, Bangalore affiliated to Bangalore University.
Arpita VinayED, Family Office and New Initiatives
With more than 15 years of experience in Financial Services across Wealth Management and Private Banking, Arpita has been part of the core team that set up Centrum Wealth Management. As a Whole Time Director on the company's board, she has helped to steer the firm from the venture to growth stage in the very competitive wealth management space.
She heads Centrum's Family Office that provides a comprehensive one-stop solution for wealthy families. The proposition encompasses investment management, wealth planning, administration and structuring, tax and legal advisory, corporate solutions, philanthropy and CSR opportunities She also runs the structured and alternate products business line, an area where the firm has established solid credentials and where the business has grown manifold in the firm's short existence. Additionally, she looks after the offshore wealth product proposition along where she is leading the firm's initiative to set up business in Singapore and Dubai.
Prior to Centrum, she was the Head of Premier Banking at HSBC and was responsible for managing one of the largest affluent banking propositions in the country. She left HSBC to be part of the founder team of Centrum Wealth Management Limited. She takes active interest in estate and succession planning and is a member of the Indian chapter of STEP, an international body of trust and estate planning professionals and the International Tax Planning Associates (ITPA) Arpita is a regular and sought-after speaker in wealth management, family office and alternative product forums and seminars.
An Electrical Engineer and MBA, Finance, from Faculty of Management Studies (FMS), Delhi, she also holds STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross-border succession, international taxation and family business advising.
Amitava NeogiED & COO, Wealth Management
Amitava has about 33 years of rich experience in Wealth Operations, Risk Management, Compliance, Admin & Control, Client Servicing, New Business initiatives, Business Solutions, MIS, Treasury, Product Finance, Accounting & Finance and Commercial functions primarily in Wealth Management, Banking & Financial Service Industries.
Prior to Centrum Wealth, Amitava was engaged with Julius Baer, India and Bank of America Merrill Lynch as a Consultant and was responsible for the transitioning of the DSP Merrill Lynch's Wealth Management business to Julius Baer. In his previous stints, he was associated with Morgan Stanley India Financial Services, DSP Merrill Lynch Capital, DSP Merrill Lynch Trust Services, DSP Merrill Lynch, Lupin Laboratories & Voltas. He was a member of the core team that launched the Wealth Management offering at DSP Merrill Lynch in 1999, Morgan Stanley in 2008. In 2005, Amitava led the NBFC initiative for DSP Merrill Lynch Capital and the Private Trusteeship business for DSP Merrill Lynch Trust Services.
Amitava has completed his Masters in Management Studies in Finance (securing joint 5th rank) from Mumbai University; Diploma in Business Finance from The Institute of Chartered Financial Analysts of India & B.Com (Hons) from Delhi University.
Shankar RamanSenior Vice President, Third Party Products & Advisory
Shankar has about 24 years of work experience in the financial services business of which he has spent over 20 years in the private banking and wealth management arena, researching markets and products and advising HNIs on their investment portfolios.
His prior role was with HSBC, heading the Investment Advisory Unit for the Bank's Wealth Management business. He played a key role during his stint with the Bank in enhancing and shaping the quality of the Bank's wealth management platform and the range of product/research and advisory offerings to customers.
Prior to HSBC he was with BNP Paribas Private Banking and HDFC Bank, during which he developed the earliest frameworks for researching pooled investment vehicles such as mutual funds and also helped design/co-manufacture bespoke investment ideas for clients.
Shankar is a Commerce Graduate and an MBA (Finance) from the ICFAI Business School (Mumbai). He is also a Chartered Financial Analyst from the Institute of Chartered Financial Analysts of India and a Graduate Cost and Works Accountant from the Institute of Cost and Work Accountants of India.