Shivaputra M C

Co-Founder

Bengaluru, Karnataka, India16 yrs 4 mos experience

Highly Stable

Key Highlights

19+ years in financial services industry.
Expert in helping families build long-term wealth.
Strong background in investment strategies and portfolio management.

Stackforce AI infers this person is a seasoned professional in Fintech with expertise in wealth management and investment strategies.

Contact

Skills

Core Skills

Mutual FundsPortfolio ManagementChannel SalesBusiness Development

Other Skills

Long Term WealthPortfolio Management ServicesInvestment StrategiesInvestment ManagementFinancial ServicesPartner Relationship ManagementBusiness-to-Business (B2B)Lead GenerationFinancial AccountingManagement AccountingFinancial PlanningFinancial MarketsAsset ManagementEquity Capital MarketsInvestment Advisory

About

Specialties: Hedge Fund, Equity Strategies, Real Estate NCD's, Structured Products, Structured Finance, Private Equity, Capital Market, Debt Market, Strategic Planning, Mutual Funds, Wealth Management, Client Relationship Management and Team Management.

Experience

16 yrs 4 mos

Total Experience

2 yrs 7 mos

Average Tenure

6 mos

Current Experience

Legacyethos wealth- a brand of legacyethos invest private limited

Co-Founder & CBO

Oct 2025 – Present · 6 mos · Bengaluru, Karnataka, India · On-site

Amfi registered mutual fund distributor (arn - 328438)

AMFI Registered Mutual Fund Distributor.

May 2025 – Present · 11 mos · Bengaluru, Karnataka, India · On-site

Helping Families Create Long-Term Wealth through Disciplined Investment Strategies | AMFI-Registered Mutual Fund Distributor (ARN-328438) | 19+ Years in Financial Services & Capital Markets.

Mutual FundsPortfolio ManagementLong Term WealthPortfolio Management ServicesInvestment StrategiesInvestment Management+1

Asqi

Head of Sales

Feb 2022 – Oct 2024 · 2 yrs 8 mos · Bengaluru, Karnataka, India · On-site

Head of Sales & Business Development.

Channel SalesPartner Relationship ManagementBusiness-to-Business (B2B)Lead GenerationBusiness Development

Scient capital private limited

Vice President - Business Operations

Jan 2016 – Mar 2020 · 4 yrs 2 mos · Bangalore

Business Development for South Region

Karvy capital limited

Associate Vice President - Business Development, South India

Sep 2013 – Jan 2016 · 2 yrs 4 mos · Bangalore

Karvy Capital Ltd is the Asset Management arm of Karvy Group. Karvy Capital Limited is a thought leader in specialized Investments and offers a wide range of investments ideas spread across various asset classes including Hedge Fund, Equity Strategies, Real Estate NCD's, Structured Products, Structured Finance and Private Equity.
These Alternative Assets explained above provides diversification to a client's portfolio by giving exposure to different asset classes such as Equities, Debt, Gold, Real Estate, etc.

Sundaram asset management company limited

2 roles

Senior Manager

Promoted

Apr 2012 – Sep 2013 · 1 yr 5 mos

Channel Development of National Distributors, Indian Private Banks and Public sector banks for Bangalore Region.

Manager

Aug 2010 – Mar 2012 · 1 yr 7 mos

Channel development, Sales strategy development, Advising channel partners on products & Increasing asset under management.

Principal financial group

Asst Manager - National & Regional Distributor

Jan 2008 – Aug 2010 · 2 yrs 7 mos · Greater Bengaluru Area

Responsible for the retail business from National & Regional Distributors channel and also taking care of short term and long term Corporate investments for Bangalore region.