Nuvama Private’s Head of Wealth Structuring & Estate Planning on Wealth Transition Challenges in Modern India
Nuvama Private’s Head of Wealth Structuring & Estate Planning on Wealth Transition Challenges in Modern India.
Nuvama Private’s Head of Wealth Structuring & Estate Planning on Wealth Transition Challenges in Modern India.
Executive Director, Nuvama Private
Amit Saxena, a highly accomplished professional, currently holds the position of Executive Director at Nuvama Private. With a long-standing association with the firm since 2013, Amit has played a pivotal role in establishing and scaling up the Private Wealth business.
With over 20 years of experience, Amit is a seasoned veteran in the Wealth Management industry. Prior to joining our team, he held key positions at esteemed institutions including Bank Sarasin, DSP Merrill Lynch, and Standard Chartered Bank, where he made significant contributions to their Wealth Management divisions.
Based in Delhi, Amit continues to make noteworthy contributions to the field of Wealth Management, leveraging his extensive expertise and industry insights.
Amit holds a commerce degree and is a qualified Cost Accountant from ACWA. He further enriched his qualifications by earning a Master’s degree in Business Administration from Symbiosis, Pune. These educational achievements reflect his commitment to continuous learning and professional development. His contributions and leadership at Nuvama Private have been instrumental in the firm’s growth and success.
Sr. Managing Partner & Market Head - West 2
Priyanshu Gaurav, a highly experienced Private Banker, brings a wealth of strategic and innovative thinking to Nuvama Private. With an impressive tenure of over 18 years in the industry, Priyanshu possesses a deep understanding of financial markets and has spearheaded the expansion of operations across Maharashtra and Goa (excluding Mumbai) in just 4 years. With a keen eye for emerging trends and a relentless pursuit of excellence, Priyanshu Gaurav continues to make a significant impact in his role at Nuvama Private. His leadership and expertise serve as invaluable assets in driving sustainable growth and success for the organization.
Before joining Nuvama, Priyanshu spent over 14 years with HDFC Private Banking, where he played a pivotal role in elevating the Private Banking vertical to new heights of leadership. In recognition of his achievements, he was honored with the prestigious “Wealth Manager of the Year (Individual) 2023” award by Economic Times Ascent.
Priyanshu holds a Master’s Program in International Business from the esteemed Symbiosis Institute of International Business in Pune. Beyond his professional endeavours, he is driven by a passion for spirituality and philanthropy. He firmly believes in giving back to society and making a positive impact on the lives of the underprivileged, particularly in the realms of children’s education and healthcare.
Senior Managing Partner & CIO
Saurabh Rungta serves as the Senior Managing Partner and Chief Investment Officer (CIO) at Nuvama Private. As the CIO, Saurabh leads a team of professionals responsible for various investment decisions, including product due diligence, portfolio advisory, asset allocation, risk management, publishing investment communications, and ensuring compliance with regulatory requirements.
With nearly two decades of experience in trading and investment across multiple asset classes in both Indian and offshore markets, Saurabh brings a wealth of expertise to his role. Prior to joining Nuvama Private in October 2018, he held the position of Head of Products at Kotak Wealth Management. Before that, he spent over two years as the Head of International Products at IIFL Wealth Management, where he played a key role in establishing their international investment platform. Saurabh also gained valuable experience during his tenure at ICICI Group and Citi Group.
Throughout his career, Saurabh has provided valuable guidance to multiple Ultra High Net Worth Individuals (UHNIs) and their families. His expertise encompasses market outlook, portfolio positioning, asset allocation, and investment strategies for international assets.
Saurabh Rungta’s extensive experience and deep understanding of the investment landscape make him an invaluable asset to Nuvama Private. His leadership and guidance in investment decisions contribute to the firm’s success in providing exceptional wealth management services to its clients.
Sr. Managing Partner & Market Head - South & East
Sandeep Chakraborti is an experienced professional who has been serving as the Sr. Managing Partner & Market Head – South & East at Nuvama Private since October 2017.
Sandeep embarked on his career journey with ICICI Bank Ltd and has amassed an impressive 19 years of relevant work experience with a remarkable tenure of over 11 years at Kotak Wealth. He brings a wealth of expertise to his current role and leverages his extensive experience and qualifications to provide exceptional financial guidance and tailored solutions to clients. His strategic insights and deep understanding of the industry make him an invaluable asset in the realm of private wealth management.
He holds a Master of Business Administration degree from IIM – Bangalore, displaying his commitment to continuous learning and personal development.
President & Head
Alok Saigal, the President and Head of Nuvama Private, has been an integral part of the firm since 2014. With his visionary leadership, Alok has played a pivotal role in the transformation and expansion of the wealth business. He founded the Family office practice, introducing Wealth Structuring and Estate Planning services tailored for Ultra High Net Worth Individuals (UHNIs). His innovative approach and expertise have greatly benefited the firm’s discerning clientele.
In addition to his accomplishments in the wealth management space, Alok also oversaw the Products and Investment Advisory functions for a commendable four-year period. His strategic insights and deep understanding of the market have contributed to the firm’s success in providing exceptional investment guidance and tailored product offerings.
Alok Saigal’s long-standing association with Nuvama Private, coupled with his trailblazing initiatives and leadership, have solidified his position as a respected figure in the industry. His unwavering commitment to excellence and continuous drive for innovation make him a true asset to the organization.
Alok has over 20 years of work experience and holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University. Prior to joining us, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group.
