Hansi Mehrotra

Co-Founder

India32 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

20+ years in financial services and consulting
Creator of educational content on finance and climate
Recognized as LinkedIn Top Voice for Finance

Stackforce AI infers this person is a seasoned professional in Fintech and Wealth Management with a focus on climate finance.

Contact

Skills

Core Skills

Financial EducationCommunicationStrategyInvestment AdvisoryClimateWealth Management

Other Skills

Video PodcastsAlternative InvestmentsFinTechClimate actionClimate-related financial risksBoard Advisory ServicesWealth Management ServicesFinancial AdvisoryPrivate BankingMutual FundsSocially Responsible Investing

About

I believe that finance can be a force for good, so am using my investments background to create independent content (education, research, blogs, videos, podcasts) on investments, personal finance and now climate. By way of background, I have 20+ years experience in financial services, mostly setting up online tools for investment research and consulting for the wealth management industry. In last corporate role, I set up and led the wealth management segment for Mercer’s Investment Consulting business, based in Australia and Singapore. I also led a number of consulting projects in India including for the National Pension System (NPS). My qualifications include a certificate on private wealth from Wharton/Institute for Private Investors (IPI), the Chartered Financial Analyst (CFA) charter from CFA Institute and a graduate diploma in applied finance & investments from the Securities Institute of Australia (now FINSIA). Named on 2015 LinkedIn TopVoices for Finance globally, 2017 & 2018 PowerProfiles for India, 2018 & 2020 TopVoices for India. One of earliest #CFAwomen in India.

Experience

Rainmatter

Consultant

Jul 2023 – Dec 2025 · 2 yrs 5 mos · Bengaluru · Hybrid

Creator, director, host of The Climate Conversations and From Scratch - video podcast series on climate and fintech respectively

CommunicationVideo PodcastsClimateFinTech

Caia association

Director

Oct 2017 – Feb 2021 · 3 yrs 4 mos · Mumbai Area, India · Remote

#independentconsultant #independentdirector

Various

Independent Consultant

Sep 2015 – Present · 10 yrs 6 mos · Mumbai, Maharashtra, India

India rep on APAC expert panel advising the CEO at DWS (Deutsche Bank’s asset management business)
Consulting on a variety of investment and marketing/communication projects -
Marketing/communication project for a Swiss/global private bank
Investment case for World Gold Council, a global trade body
BizDev for DiligenceVault, a fintech tool designed to help conduct research and due-diligence on fund structures

StrategyAlternative InvestmentsInvestment Advisory

The money hans

Founder

Aug 2015 – Present · 10 yrs 7 mos · Worldwide

The Money Hans is an independent financial education initiative.
Services include Financial Wellness workshops, original content on financial literacy / investor education, courses on personal finance as learning paths in a LMS
#financialeducation

CommunicationVideo PodcastsFinancial Education

Hubbis

Managing Director/Joint Venture Partner

Aug 2012 – Aug 2014 · 2 yrs · Mumbai

Joint venture partner with Hong Kong-based Hubbis to set up Indian office. Hubbis is a B2B provider of content and online training to Asia's wealth management and private banking industry.

Communication

Mercer investment consulting

3 roles

India Business Leader

Feb 2008 – Dec 2011 · 3 yrs 10 mos

Started investment business operations with research coverage of mutual funds/asset management firms, as well as some alternative funds.
Led and participated in some prestigious projects including -
Study for the IFC on the environmental, social and governance capabilities of asset management firms
Design of the investment options for the New Pension System and selection of asset management firms for these investment options
Operational review for a large portfolio of foreign currency assets

Communication

Head Of Wealth Management for Asia Pacific

Sep 2007 – Dec 2011 · 4 yrs 3 mos

Expanded Mercer's wealth management services into Asia by developing the service offer and marketing/business development in the private banking industry.

CommunicationWealth Management

Head Of Wealth Management Australia

Sep 2003 – Sep 2007 · 4 yrs

Set up new line of business - Mercer's retail/wealth management - by adapting its global institutional intellectual capital for the financial advisory industry. This included the development of an online tool,
Developed adviser tools for research/portfolio construction (Mercer >IS<), quantitative performance analysis (Mercer >IS< Quant) and comparison of superannuation funds (Mercer >IS< Super) as service offer extensions.
Did original research of retail only products such as agribusiness and structured products, as well as retail issues such as behavioural finance and dynamic asset allocation.
Published a monthly newsletter covering news, opinion pieces, discussion papers etc for advisers.

CommunicationWealth Management

Van eyk

Associate Director, Shareholder

Aug 1995 – Apr 2003 · 7 yrs 8 mos · Sydney

Started as an analyst - researching mutual funds and structured products, editing monthly newsletter, managing sales etc. Eventually took responsibility for the retail (wealth management) business, including product development of an online research tool (iRate) and revenue.
Still a shareholder in 2013.

CommunicationWealth Management