Niraj Kumar

Co-Founder

Mumbai, Maharashtra, India23 yrs 2 mos experience
Highly Stable

Key Highlights

  • Over two decades of leadership in wealth management.
  • Successful entrepreneur with a tech startup.
  • Visionary leader known for bold decision-making.
Stackforce AI infers this person is a seasoned executive in Wealth Management transitioning into Fintech.

Contact

Skills

Core Skills

Wealth ManagementInvestment Advisory

Other Skills

BankingBusiness StrategyCapital MarketsEstate PlanningFinanceFinancial AdvisoryInvestment BankingInvestmentsManagementMutual FundsPortfolio ManagementPrivate BankingRelationship ManagementRetail BankingRisk Management

About

I am a highly accomplished CxO with a successful background in the wealth management industry. With over two decades of experience, I have demonstrated my expertise in managing large and diverse teams, and established a reputation as a no-nonsense leader who leads from the front. As a successful entrepreneur, I have a strong business acumen and the ability to build and grow a thriving business. I am known for my ability to manage complex operations and bring out the best in my teams. I am also seen as a visionary leader who is not afraid to take risks and make bold decisions. My latest venture is a tech company that I have started with my best friend. As a tech entrepreneur, I bring my wealth of experience, leadership skills, and business acumen to the table. I am innovative, forward-thinking, and have a deep understanding of the market and the latest technologies. With my strong background in wealth management, I bring a unique perspective to the tech industry and am poised to make a significant impact. My ability to lead and manage large teams, coupled with my no-nonsense management style, makes me a highly sought-after executive in the tech sector.

Experience

Yunometa

Founder

Feb 2022Present · 4 yrs 1 mo · India, Singapore

Anand rathi securities

Associate Director

Apr 2009Apr 2022 · 13 yrs · Mumbai Area, India

  • Acquiring and advising HNI's on managing their Wealth. Our philosophy places emphasis on managing the risks to the client wealth objectives by estate planning and prudent advisory across all asset classes.
  • Developing synergy with Investment Banking and Institutional research team to provide input and value addition on the strategic requirement of the business assets of our clients.
  • The endeavor remains to provide holistic advisory on financial and business assets.
Wealth ManagementInvestment AdvisoryRisk ManagementEstate PlanningFinancial Advisory

Kotak mahindra bank

Vice President and Silo Head

Jun 2007Mar 2009 · 1 yr 9 mos

Hsbc bank

Vice President and Area Head - Premier Banking

Dec 2002May 2007 · 4 yrs 5 mos

Education

Institute Of Technology And Management

Master of Business Administration (MBA) — Marketing

Jan 2000Jan 2002

Institute Of Technology And Management

Jan 2000Jan 2002

St. Xavier School - Delhi

B.A(H) — Economics

Jan 1994Jan 1998

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