Parag Kasliwal

Co-Founder

Mumbai, Maharashtra, India24 yrs 2 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-Founder of multiple successful fintech ventures.
  • Expertise in wealth management and private market investments.
  • Proven track record in product development and management.
Stackforce AI infers this person is a Fintech expert with extensive experience in wealth management and investment product development.

Contact

LinkedIn

Skills

Core Skills

Product ManagementWealth ManagementProduct DevelopmentInvestment Management

Other Skills

Portfolio AnalyticsPrivate MarketsInvestment AdvisoryAlternative InvestmentsEquitiesBankingCapital MarketsPrivate BankingInvestmentsDue DiligenceMutual FundsBusiness AnalysisFinancial ServicesCorporate FinanceHedge Funds

About

I am Co-Founder of BeyondIRR wherein we offer Investedge (our tech offering to wealth industry); Private market opportunities (our Pre-IPO unlisted and secondaries transactions offering) and Levup (our public market offering on Mutual funds, Equities, Multi Asset and F&O). Let's connect and explore how we can help investors make more out of their money.

Experience

Levup

Co-Founder

Jul 2025 – Present · 8 mos

Beyondirr

Co-Founder & CEO

Apr 2022 – Present · 3 yrs 11 mos · Mumbai, Maharashtra, India

Lgt wealth india

2 roles

Head Products and Solutions

Sep 2021 – Mar 2022 · 6 mos · Mumbai, Maharashtra, India

Member Board Of Directors

Sep 2021 – Mar 2022 · 6 mos · Mumbai, Maharashtra, India

Validus wealth

2 roles

Head Products and Solutions

Apr 2018 – Sep 2021 · 3 yrs 5 mos

  • Head of Products and Solutions - closely worked with my colleagues on whole spectrum of products viz. Mutual funds, PMS, AIF, Bonds, Equity Broking, Portfolio Analytics, Family office, Private Markets and Offshore Investments. Also, oversaw the Product and Platform development area for Validus Wealth.

Executive Director

Apr 2018 – Sep 2021 · 3 yrs 5 mos

Idfc first bank

2 roles

Investment Products and Strategy Head - Wealth Management and Private Banking, IDFC Bank

Promoted

Aug 2017 – Apr 2018 · 8 mos

Product Development and Platform Head, Wealth Management and Private Banking, IDFC Bank

Jun 2015 – Jul 2017 · 2 yrs 1 mo

Barclays private bank

2 roles

Vice President Products

Feb 2012 – Jun 2015 · 3 yrs 4 mos

  • Product launch and management (Alternative Investment, IB Deals, Insurance, Investment Advisory, FX Forwards, Equity Dealing, Bond Trading and NRI products)

Asstt. Vice President, Products

Sep 2008 – Feb 2012 · 3 yrs 5 mos

  • Product launch and management (Alternative Investment, IB Deals, Insurance, FX Forwards, Equity Dealing, Bond Trading and NRI products)

Icici bank

4 roles

Head, Alternative Investment Products, International Private Banking, ICICI Bank

Feb 2007 – Sep 2008 · 1 yr 7 mos

  • 7 members AI product team with focus on PE/RE funds, Hedge Funds and Art Funds with responsibilities of Product Due diligence, selection and launch

Manager, International Mutual Funds, International Private Banking

Jul 2006 – Feb 2007 · 7 mos

  • Involved in Product Due diligence, selection and launch, Tie-up with product providers, client calls/meetings for International Mutual Fund Products

Manager - New Initiatives, International Private Banking

Nov 2005 – Jul 2006 · 8 mos

  • Involved in setting up Private Banking business of the ICICI Bank in DIFC-Dubai, USA (subsidiary of I-Sec), South Africa, Canada (subsidiary)

Business Analyst, Product and Technology Group

Dec 2003 – Nov 2005 · 1 yr 11 mos

  • Providing value added solutions in the domain of Fund accounting, G-Sec, ADR/GDR, Custodial services, Professional Clearing Member, Depository Participant and Term Loans.

Tata consultancy services

2 roles

Business Analyst ERP Implementation

Dec 2002 – Dec 2003 · 1 yr · Mumbai, Maharashtra, India

  • Shalina Laboratories
  • Full Life cycle implementation of Oracle Financial for Export oriented Pharmaceutical Company including Business Process Mapping with the product features

Business Analyst at National Stock Exchange Project

Dec 2001 – Dec 2002 · 1 yr · Mumbai, Maharashtra, India

  • National Stock Exchange
  • Causal, Feasibility and Impact Analysis for the Changes in the NSE’s Clearing and Settlement System

Education

The Institute of Chartered Accountants of India

Chartered Accountant (All India Rank Holder)

Jan 1998 – Jan 2001

The Institute of Company Secretaries of India

Company Secretary (All India Rank Holder)

Jan 1998 – Jan 2001

CFA Institute

CFA Level 2 Completed

Jan 2005 – Jan 2007

CFP, Financial Planning Standards Board India

CFP — Financial Planning / Investment Advisory

Jan 2010 – Jan 2010

Delhi University

B.Com(H) — Hansraj College

Jan 1996 – Jan 1999

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