Anish Dhawan has over 16 years of experience in banking and financial services, a significant part of which has been in the field of wealth management and private banking. His strength lies in researching capital markets, financial products and advising on investment portfolios. He has worked extensively with institutions such as HDFC Bank, Aditya Birla Capital, JM Financial Services and Kotak Wealth Management in individual as well as leadership roles catering to key Ultra HNI relationships. Anish is a graduate in Bachelors in Management Studies from Bombay University and a Post Graduate in Marketing and Finance from ITM University, Bombay.

Having worked with premier institutions and managed in excess of USD 100 mn of assets across equity, debt and alternates, Anish brings with him deep insights and knowledge combined with process discipline. He assists individuals, family offices and enterprises in achieving their investment goals. His responsibilities include structuring, executing and regular monitoring of investment portfolios across a wide range of investment avenues based on individual or corporates requirement. His all-round expertise across the investment life-cycle and relationship skills help in sharing a unique perspective with investors and build long term relationships. Anish also collaborates with multiple channel partners to structure solutions for investors.

Anish has various felicitations to his credit the most notable being twice getting nominated for the Chairman’s Award and receiving the Aditya Birla Financial Services Award for Customer Centricity during his stint with the Aditya Birla Group.

In his free time, he enjoys reading, cycling and playing football.