Himanshu Pravinchandra Pandya

Co-Founder

Mumbai, Maharashtra, India24 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of HP Private Wealth, managing INR 500 Cr assets.
  • CFA Charterholder adhering to high professional standards.
  • Expert in customized wealth management strategies.
Stackforce AI infers this person is a Wealth Management expert with a focus on investment advisory and financial services.

Contact

LinkedIn

Skills

Core Skills

Wealth ManagementInvestment AdvisoryInvestment ManagementLeadershipMarketingPortfolio Management

Other Skills

EquitiesMutual fund specialistInvestment Advisory ServicesPrivate Wealth ManagementFamily Wealth ManagementRetirement SolutionsFinancial ServicesInvestment StrategiesPublic SpeakingRisk ManagementTradingWealth Management ServicesFinancial FreedomAIFEquity Research

About

I manage wealth of about a hundred families in India and abroad. I am their one-point Advisor on anything related to investments and wealth management for there families. I utilise all my experience and expertise to serve their family wealth. I founded HP Private Wealth in July 2022 to provide customized and comprehensive wealth solutions to clients across all asset classes and vehicles. As a CFA Charterholder, I adhere to the highest standards of professional excellence and ethical conduct in the field. My core competencies include designing, executing and continuously managing tailor-made wealth strategies for individuals and families, based on their goals, risk profiles, and preferences. You can also find me on Twitter as @himanshupandya1

Experience

Hp private wealth advisory services

Founder

Jul 2022 – Present · 3 yrs 9 mos · Mumbai, Maharashtra, India

  • Founded HP Private Wealth Advisory Services, an investment advisory firm registered with SEBI.
  • Customized wealth management solutions across various asset classes and financial vehicles.
  • Managing approximately INR 500 Cr in assets, serving 100 client families with a focus on comprehensive financial needs.
EquitiesMutual fund specialistInvestment Advisory ServicesPrivate Wealth ManagementFamily Wealth ManagementRetirement Solutions+2

Icici securities

National Head - PMS

Feb 2021 – Jun 2022 · 1 yr 4 mos · Mumbai, Maharashtra, India

Financial ServicesInvestment StrategiesPublic SpeakingLeadershipInvestment Management

Franklin templeton

2 roles

Director & Head - Products

Promoted

Sep 2018 – Nov 2020 · 2 yrs 2 mos

Financial ServicesInvestment StrategiesPublic SpeakingLeadershipInvestment Management

Head of Products

Oct 2013 – Sep 2018 · 4 yrs 11 mos

Financial ServicesPublic SpeakingInvestment Management

Icici prudential amc ltd

Senior Vice President & Head - Products & Marketing

Feb 2011 – Oct 2013 · 2 yrs 8 mos · Mumbai Area, India

  • Driving the functions of Products, Marketing and Corporate communication to achieve organizational objectives. Also responsible for development of PMS and ETF business.
Financial ServicesPublic SpeakingMarketing

Karvy private wealth

Head - Portfolio Management Services

Jul 2010 – Feb 2011 · 7 mos · Mumbai Area, India

  • Responsible for setting up the Equity PMS business.
Financial ServicesInvestment StrategiesPublic SpeakingLeadershipPortfolio Management

Ask asset & wealth management

Associate Portfolio Manager

Apr 2005 – Jul 2010 · 5 yrs 3 mos · Mumbai, Maharashtra, India · On-site

  • As a portfolio manager, I was directly responsible for the fund management and performance of funds across three themes. The clientele included a mix of domestic and international investors into Indian equity market through PMS route. Apart from fund management, I was responsible for equity analysis and tracking of various consumption sectors across Indian economy.
Financial ServicesInvestment StrategiesPublic SpeakingPortfolio Management

Icici prudential amc ltd

Manager - Distribution

Oct 2001 – Mar 2005 · 3 yrs 5 mos

  • Primary role was to evaluate different product ideas and bring them to launch stage - equity as well as debt.
  • Responsibility of working products tailored to meet requirements of treasuries, though only for debt / money market funds.
Financial ServicesPublic Speaking

Idbi bank

Management Trainee

Apr 2001 – Oct 2001 · 6 mos · Ahmedabad, Gujarat, India · On-site

Financial Services

Education

CFA Institute

CFA Charter — Investments and Securities

Jan 2015 – Jan 2018

Institute of Management, Nirma University

PGDM — Finance

Jan 1999 – Jan 2001

Gujarat University

B.E. — Civil Engineering

Jan 1995 – Jan 1999

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