Titiksh Chopra

Business Development Executive

Gurugram, Haryana, India4 yrs 5 mos experience

Key Highlights

23+ years of team experience in wealth management.
$6.1 Billion in assets under advisory.
Expert in optimizing investment portfolios.

Stackforce AI infers this person is a Wealth Management expert with a focus on family office investing and financial planning.

Contact

Skills

Core Skills

Private Wealth ManagementFinancial Planning

Other Skills

Relationship BuildingMergers & Acquisitions (M&A)lendingResidential Real EstatePrivate BankingCapital MarketsPortfolio ManagementSales OperationsCustomer RetentionClient RelationsBusiness AdministrationCreativity SkillsInterpersonal SkillsSocial Media MarketingEnglish

About

Specializing in empowering families, offering expert guidance in Financial Instruments and Global Opportunities. With the aim to optimize investment portfolios, foster net worth generation, and achieve long-term financial growth for individuals and families. 23+ years of experience of my team in Private Wealth Management and Family Office Investing has helped us reach $6.1 Billion in Assets under advisory, making us India's one of the best Private Wealth and Family Office outfit, managing around 1100+ families.

Experience

4 yrs 5 mos

Total Experience

2 yrs 3 mos

Average Tenure

1 yr 11 mos

Current Experience

Client associates

2 roles

Associate- Wealth

May 2025 – Present · 1 yr · On-site

Analyst- Wealth

Jun 2024 – May 2025 · 11 mos · On-site

Private Wealth ManagementFinancial Planning

Movement

Building 💪

Oct 2023 – Present · 2 yrs 7 mos · Gurugram, Haryana, India · Hybrid

(Prev- The Indian Startup Community- TISC)
Helping curate and build 🇮🇳's largest startup super-community on Whatsapp - The Indian Startup Community (www.tis.community) where we bring the top 1% of founders and investors in the country together 🙌🏻
2000+ Founders & Investors 👥
18+ Sub-Communities across D2C, VC, Angel, SaaS, Fintech, & many more 🤌🏻
If you are a Founder / Investor (VC/Angel), apply to join the community here 👇🏻
www.tis.community

Iventures capital

Assistant Manager Private Wealth

Dec 2021 – Mar 2024 · 2 yrs 3 mos · Gurugram, Haryana, India

Relationship BuildingFinancial Planning

Mutualfundwala india- mutual fund distributor and advisor

Business Development Intern

Jul 2021 – Sep 2021 · 2 mos · Delhi, India

Itc limited

Retail Management Intern

May 2019 – Jun 2019 · 1 mo · Lucknow, Uttar Pradesh, India

I interned with ITC's ABD branch under the project' Wheat Development Program' where i visited Chaupal Sagars (stores by ITC in rural areas) helped them increase their footfall and experienced ITC's Wheat buying process.