Raman Chandna

Director of Engineering

South Delhi, Delhi, India19 yrs 2 mos experience

Key Highlights

  • 17+ years in investment management.
  • Expert in UHNI and family office advisory.
  • Proven track record in portfolio management.
Stackforce AI infers this person is a seasoned investment management expert with a focus on UHNI and family office strategies.

Contact

Skills

Other Skills

Equity ResearchCapital MarketsFinancial ModelingEquitiesInvestment BankingValuationEquity ValuationDerivativesFinancial MarketsCorporate FinanceTradingBloombergInvestmentsMutual FundsHedge Funds

About

As a seasoned investment management professional, I bring 17+ years of experience advising ultra-high-net-worth individuals, family offices, and institutional clients. My work spans multi-asset portfolio management, alternative investments, and private equity/venture capital, with a focus on building sustainable wealth solutions and delivering consistent value. Before serving as Director at Avendus Wealth, I worked at Kotak Private Bank (UHNI), where I advised India’s top 1500 UHNI families on strategic asset allocation, pre-IPO and private equity opportunities, and comprehensive wealth solutions. Prior to that, I led fund management and investment strategies at Grip Invest, Sona Group Family Office, and Edelweiss, managing diversified portfolios, raising institutional capital, and supporting IPOs and fundraising initiatives. My core expertise spans: ● Portfolio & Asset Management ● Family Office & UHNI Advisory ● Private Equity & Venture Capital ● Alternative Investment Funds (AIFs) & Fundraising ● Debt & Fixed Income Instruments ● Cross-border Investment Strategies ● IPO Execution & Promoter Financing 📩 Let’s connect: raman.chandna03@gmail.com

Experience

Avendus

Director

Aug 2025Present · 8 mos · New Delhi, Delhi, India · On-site

Kotak mahindra bank

Director - UHNI

Feb 2025Aug 2025 · 6 mos · Delhi, India · On-site

  • Director- UHNI Kotak Mahindra Bank | Grip Invest | Sona Group | Edelweiss | Angel Investor

Grip

Head Fund Management

Aug 2022Feb 2025 · 2 yrs 6 mos · New Delhi, Delhi, India · On-site

Sona autocomp holding limited

Chief Investment Officer

Aug 2019Jul 2022 · 2 yrs 11 mos · New Delhi Area, India

  • Heading the Family office of the Chairman of Sona Group.

Edelweiss capital

2 roles

Senior Partner - Edelweiss Family office & Institutions Group

Promoted

Jul 2014Aug 2019 · 5 yrs 1 mo

Senior Manager - Institutional Equities

Dec 2010Jul 2014 · 3 yrs 7 mos

Emkay global financial services

Associate

Jan 2008Dec 2010 · 2 yrs 11 mos

Il&fs

Summer Trainee

Jan 2007Jan 2008 · 1 yr

Education

Infinity Business school

MBA — Finance

Jan 2006Jan 2008

Delhi Public School Mathura Road

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