Chirag Gandhi

Co-Founder

Mumbai, Maharashtra, India20 yrs 5 mos experience
Highly Stable

Key Highlights

  • Over 20 years of experience in wealth management.
  • Expert in customer relationship and financial risk management.
  • Successfully scaled wealth management businesses across multiple regions.
Stackforce AI infers this person is a Wealth Management expert with extensive experience in Financial Services.

Contact

Skills

Core Skills

Wealth ManagementBusiness Development

Other Skills

Financial MarketsRelationship ManagementBankingStart-upsCRMPrivate BankingEquitiesPortfolio ManagementCapital MarketsManagementStrategic Financial PlanningFixed IncomeMutual FundsFinancial AdvisoryRetail Banking

About

As the Chief Business Head and Founding Partner at Dezerv, I am responsible for setting up and scaling the wealth management business in India across all segments. I leverage my expertise in customer relationship management (CRM) and financial risk management (FRM) to deliver customized and innovative solutions for high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs). I have over 20 years of professional experience in wealth management, spanning across acquisition, relationship management, and team management in multinationals and exclusive wealth management firms. I have successfully set up and managed businesses in different regions of India, Middle East, and East Africa, catering to diverse client profiles and needs. My mission is to help clients achieve their financial goals and aspirations, while adhering to the highest standards of ethics and excellence.

Experience

Career break

Career transition

Mar 2026Present · 1 mo · Mumbai, Maharashtra, India

  • Stealth Mode

Dezerv

2 roles

Chief Business Head

Promoted

Apr 2024Mar 2026 · 1 yr 11 mos · Mumbai, Maharashtra, India · On-site

Head of Business

Jan 2023Mar 2024 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

Business DevelopmentFinancial MarketsWealth Management

Julius baer

Managing Director

Mar 2021Jan 2023 · 1 yr 10 mos · Delhi, India

Business DevelopmentFinancial MarketsWealth Management

Iifl wealth

7 roles

Sr Partner

Promoted

Sep 2019Mar 2021 · 1 yr 6 mos

Business DevelopmentFinancial MarketsWealth Management

Partner

Apr 2018Sep 2019 · 1 yr 5 mos

Business DevelopmentFinancial MarketsWealth Management

Principal- India and Africa

Promoted

Sep 2016Apr 2018 · 1 yr 7 mos

Business DevelopmentFinancial MarketsWealth Management

Director- Private Banking India and Africa

Apr 2014Sep 2016 · 2 yrs 5 mos

Private Banker - India and Africa

Oct 2011Apr 2014 · 2 yrs 6 mos

Sr AVP

Promoted

Apr 2010Oct 2011 · 1 yr 6 mos

  • Responsible for Acquiring and managing HNI Wealth for Delhi and other locations of North. have also been managing a 3 member team.

AVP

Oct 2008Apr 2010 · 1 yr 6 mos

  • working as a AVP in IIFL PWM since october 2008 and have been amongst the intial member of IIFL. was responsible to set up business for IIFL delhi and have done the job successfully.

Deutsche bank

Relationship Manager- Private Banking

Feb 2007Sep 2008 · 1 yr 7 mos · Noida

  • Worked in the Private Banking division of Deutsche Bank for 1.5 years approximately.

Standard chartered bank

Assistant Manager- Priority Banking

Mar 2006Jan 2007 · 10 mos · Greater Delhi Area

  • Have worked in the priority banking division of standard chartered bank where I use to acquire and handle large wealth relationship of the bank.

Kotak wealth management

Associate

Jul 2005Feb 2006 · 7 mos · Delhi

  • Was MT in KotaK wealth Management where I use to acquire HNI clients.

Education

St. Josephs

Christ church college

St. Josephs Sr. Sec . School

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