Piyush Bagla

• Key Responsibilities:
• Acquiring Ultra High Net worth families and treasuries as part of acquisition strategy to scale up universe of clients
• Providing Wealth Management & Advisory Solutions- designing asset allocation on risk and reward model for the UHNI Families
• Achieve revenue targets through sale of PMS's/AIF's, Fixed Income Alternates, PE/VC and Advisory mandates to existing client base as well as new clients
• Engaging actively in acquiring and servicing of Ultra High Net worth Families and family offices
• Advisory Services with regard to various asset classes including Equity, Debt, Structured products, Alternates, REIT's/ INVIT's
• Involved in creation of financial plan for potential clients with liquidity events
• Key Achievements
• Current AUM- 2000cr
• Alternate Equity & Debt- 50% of total AUM
• Key Alternates Distributed- Sixth Sense Consumer Fund, Inflexor Deep Tech Fund, Fireside Ventures Consumer Fund, Alteria Venture Debt, Innoven Venture Debt, Edelweiss Special Situations, Avendus Structured Credit Fund, Lighthouse Consumer Fund, Blume Ventures, Waterbridge, DSG Continuity Fund
• Largest Mobilizer in Avendus Structured Credit Fund in FY 23- 130cr+
• Top 3 Mobilizers in Sixth Sense 3 and Inflexor Deep Tech fUnd
• Strengths- Deep penetration/access of UHNI Network across India

Key Responsibilities:

• Acquiring High Net worth families and corporate treasuries as part of acquisition strategy to scale up universe of clients
• Providing Wealth Management Solutions and designing asset allocation on risk and reward model for Corporate and HNI Families
• Achieve revenue targets through sale of Mutual Funds, Bonds, PMS's and Equity Advisory services to existing client base as well as new clients
• Involved in creation of financial plan for potential clients