Honoured to Introduce
Nishant Agarwal
Managing Partner ASK Wealth Advisors
Head
Global BFSI Community
Mumbai Chapter
A graduate from IIT Kharagpur, Nishant is the Head for Products, Advisory and Family Office Service at ASK Wealth Advisors Pvt. Ltd. He manages bespoke solutions on portfolio strategy, wealth & succession planning. He handles clients globally. Nishant possesses rich and varied experience of working in Consulting Research and Financial Advisory roles across India and SE Asia with institutions like McKinsey, ICICI, Merrill Lynch and UBS.
Expertise
Wealth Management
Financial Planning
Portfolio Advisory
Investment Management
Experience
-
Managing Partner and Head
Ask Group
2013-Present . 8 Years 3 Months -
Senior VP and Head
Ask Group
2009-2013 . 3 Years 8 Months -
Associate Director
UBS AG
2000-2009 . 1 Years 1 Months -
AVP
DSP Merrill Lynch
2006-2008 . 1 Years 8 Months -
Relationship Manager
ICICI Bank
2004-2006 . 2 Years 2 Months -
Shift Manager
McKinsey Knowledge Centre
2000-2004 . 4 Years 3 Months
Academic details
University:
Management Development Institute
Degree:
Master in Business Administration
Specialization:
Finance
Year:
2000
University:
Indian Institute of Technology Kharagpur
Degree:
Bachelor of Science
Specialization:
Geology
Year:
1998