PRODUCT BOUQUET
PRIVATE WEALTH MANAGEMENT
PRIVATE WEALTH MANAGEMENT
PRIVATE WEALTH MANAGEMENT
Portfolio Management Services
Insurance Advisory - Life & General
Alternate Investment Funds
Structured Products
Family Office & Estate Planning
CAPITAL MARKETS
PRIVATE WEALTH MANAGEMENT
PRIVATE WEALTH MANAGEMENT
Equity and Debt Markets
Derivatives Products across Equity, Commodities & Currencies
Government Securities & Bonds
REAL ESTATE ADVISORY
PRIVATE WEALTH MANAGEMENT
REAL ESTATE ADVISORY
Leasing - Tenant and Landlord Representation
Investment Sales & Acquisitions
Equity , Debt & Structured Finance
ABOUT US
RAKESH SHARMA - HEAD , PRIVATE BANKING
With a rich and extensive experience of over 23 years in the Banking & Financial space , Rakesh offers customized solutions to his clients over a diverse range of Financial & Wealth creation assets.
His previous assignments include as Head of Private Banking & Investments for HSBC , Deutsche Bank , Ameriprise Financial and Cushman & Wakefield.
Rakesh has a Masters Degree from Indian Institute of Foreign Trade and is a PGDBM WMP from Indian Institute of Management ,Lucknow
*Certifications
- Mutual Funds ( AMFI)
- Life & General Insurance ( IRDA)
- Common Derivatives - Equity/Currency/Commodity/Interest rates ( NISM)
- Portfolio Management & Alternate Investment Funds Distributors (NISM)
- Specialized Investment Funds (NISM)