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Overview

Private Wealth

Private Wealth services of IndiaNivesh are tailored to protect and create wealth according to the risk appetite of each client. We help individuals, trusts as well as corporate treasuries with their wealth management needs. Our recommended products are based on a systematic selection of the asset sponsor. We use diverse set of tools and analytics to design strategies and solutions for every client. IndiaNivesh's Private Wealth services cover a wide array of investment products such as bonds and government securities, mutual funds, fixed deposits (FDs), portfolio management schemes (PMS) and alternate assets.

Research

When it comes to research, we have the following tools at our disposal:

  • India Nivesh Optimization Model (INOM) facilitates selection of suitable mutual funds based on a scientific and tested approach. This is a three-stage process based on parameters such as: portfolio quality, performance and stock concentration.
  • Our clients get access to information that covers all aspects of their investment products and portfolios as well as the markets.
  • Our research reports give insights into all macro and micro developments in both global and domestic markets.
Advisory

IndiaNivesh provides advisory services and facilitates investment and trading across a range of securities like equities, stock derivatives, currency derivatives, commodity derivatives and mutual funds. IndiaNivesh helps you preserve and build your wealth.

IndiaNivesh’s expertise in risk mitigation ensures that you get excellent advice on choosing the right insurance product for protection of your assets and life.

You can access IndiaNivesh’s trading platform on all devices – mobile, tablet, computer, etc. We provide daily market analysis, advisory reports and special situation research reports so that you can take the right call on a wide range of investments.

IndiaNivesh has a 360-degree holistic approach to investments, which ensures that you can make the best of all opportunities in every market, be it commodities, currencies, equities or debt. Whether you are a trader, investor or a hedger, choose IndiaNivesh and you will always stay ahead of the curve.

OUR PEOPLE

Mohit G. Poddaar

Associate Director - Private Wealth

Mohit has diversified experience, spanning more than a decade, into setting up new ventures, business strategy development, management accounting, corporate finance, real estate & asset management, capital raising, advisory and management consultancy.
In his earlier assignments, he has worked with IBM as Financial Analyst and has also assumed leadership & CFO position within the real estate sector. He specialises in advising niche HNI Family offices on long term investments across asset classes. Mohit holds a Master’s of Science degree in International Finance from Cass Business School, London.

Mohit Poddaar

Mohit G. Poddaar

Associate Director - Private Wealth

Mohit has diversified experience, spanning more than a decade, into setting up new ventures, business strategy development, management accounting, corporate finance, real estate & asset management, capital raising, advisory and management consultancy.
In his earlier assignments, he has worked with IBM as Financial Analyst and has also assumed leadership & CFO position within the real estate sector. He specialises in advising niche HNI Family offices on long term investments across asset classes. Mohit holds a Master’s of Science degree in International Finance from Cass Business School, London.

Pranav Desai

Associate Director - Private Wealth

Pranav has over 15+ years of experience in the financial services sector dealing with some of the largest corporate treasuries and family offices in the country. He has held leadership positions at leading financial services companies like Sharekhan and Ambit Capital – where he worked as the Vice President of Private Wealth. Pranav is an MBA with majors in Finance & Marketing from the University of Technology – Sydney (UTS).

Pranav Desai

Pranav Desai

Associate Director - Private Wealth

Pranav has over 15+ years of experience in the financial services sector dealing with some of the largest corporate treasuries and family offices in the country. He has held leadership positions at leading financial services companies like Sharekhan and Ambit Capital – where he worked as the Vice President of Private Wealth. Pranav is an MBA with majors in Finance & Marketing from the University of Technology – Sydney (UTS).

Ajay Rao

Associate Director - Private Wealth

Ajay has a rich industry experience of over 17 years. He has worked with leading financial services firms like Sharekhan, with his last stint at Ambit Capital (Private Wealth). Ajay has specialised in structuring and implementing solutions which meets diversified client requirements. He has serviced clients across the spectrum which includes Family offices, PMS outfits, Corporate treasuries, UHNI clients. Ajay holds a Master’s degree in Management Studies.

Ajay Rao

Ajay Rao

Associate Director - Private Wealth

Ajay has a rich industry experience of over 17 years. He has worked with leading financial services firms like Sharekhan, with his last stint at Ambit Capital (Private Wealth). Ajay has specialised in structuring and implementing solutions which meets diversified client requirements. He has serviced clients across the spectrum which includes Family offices, PMS outfits, Corporate treasuries, UHNI clients. Ajay holds a Master’s degree in Management Studies.

Sanket Desai

He has an experience of over 14 years in Research and Advisory for debt and equity market products. In his last assignment, at Aditya Birla Money, he was responsible for advisory deliverables in the Research & Advisory Team. He has previously worked with Religare Finvest Ltd., HDFC Bank, JM Morgan Stanley and IL&FS Investsmart Ltd. He is a CFA (ICFAI) and holds a graduate degree in commerce

Sanket Desai

Sanket Desai

He has an experience of over 14 years in Research and Advisory for debt and equity market products. In his last assignment, at Aditya Birla Money, he was responsible for advisory deliverables in the Research & Advisory Team. He has previously worked with Religare Finvest Ltd., HDFC Bank, JM Morgan Stanley and IL&FS Investsmart Ltd. He is a CFA (ICFAI) and holds a graduate degree in commerce

AWARDS & 
RECOGNITIONS

“Best Market Analyst (Infrastructure)”
Zee Business India’s Best Market Analyst Awards - Year 2014

“Awarded as the Best Stock Picker (Pharma)” 
The Starmine Analyst Awards - Year 2014 

“Best Market Analyst (Auto)”
Zee Business India’s Best Market Analyst Awards - Year 2016