Embodying the Entrepreneurial Sprit

Shankar Raman

Third Party Products & Advisory

Shankar has more than 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. Show Less Show More

Anil Sarin

ED & CIO - Centrum PMS

Anil comes with over 25 years of rich experience in Fund Management. He has served with distinction in various mutual fund houses and private equity outfits in his previous stints. In 2015, Anil’s previous role was at Edelweiss where he was designated as CIO - Equity for Global Asset Management. During this stint , he oversaw Portfolio Management Services and Offshore Funds. He has worked in key roles in fund management in companies like Bessener Venture Partners, ICICI Prudential and the Birla IT Fund. Anil holds an MBA from the Institute of Management and Technology, Ghaziabad. Show Less Show More

Anirudh Jain

Executive Director

Armed with two decades of professional experience, Anirudh has been associated with the BFSI sector having worked for reputed organizations like HDFC Bank, IndiaBulls & Destimoney.

Anirudh has completed his MBA & is also Associate Financial Planner. Anirudh has in-depth knowledge and understanding of BFSI space in India. In his earlier organizations, he has spearheaded multiple roles & responsibilities like Product Management, Heading Business Verticals, Direct Sales & Distribution, Channel Cross-sell.

Within the Insurance industry space, Anirudh is credited with the pioneer tag in starting & successfully build Insurance Business within the Private Wealth-Management outfit. He plays a strategic leadership management role across the BFSI sector guiding and developing the way forward on “Risk Management & Insurance Planning”, “Retirement Savings and Income Planning”. His business strategies and action plans to develop new business & revenue streams is acknowledged and accredited across BFSI industry. Show Less Show More

Amitava Neogi

Advisor

Amitava has more than 30 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. Show Less Show More