Deepak Jorwal

CEO

Mumbai, Maharashtra, India17 yrs 4 mos experience

Key Highlights

15 years of experience in Asset & Wealth Management.
Expert in creating investment solutions across asset classes.
Proven leadership in Investment Advisory and Portfolio Management.

Stackforce AI infers this person is a Fintech expert with extensive experience in Wealth Management and Investment Advisory.

Contact

Skills

Core Skills

Wealth ManagementInvestment AdvisoryProduct ManagementAlternative InvestmentsPortfolio ManagementAsset AllocationQuantitative ResearchSales TradingDerivatives

Other Skills

Market KnowledgeFixed IncomeInvestment ManagementHedge FundsPrivate EquityCompetitive AnalysisAnalyticsDigital StrategyFamily officeExchange Traded DerivativesFuturesStockbrokingMATLABExcelProduct Design

About

Professional with ~15 years of extensive experience across various functions of Asset & Wealth Management as well as Trading with diverse set of client types – Institutions, Corporates, HNIs and Family offices. Have created investment solutions and managed client’s portfolio distributed across asset classes. Possess sound understanding of the financial markets and asset categories - Fixed Income, Equities and Alternates.

Experience

17 yrs 4 mos

Total Experience

2 yrs 7 mos

Average Tenure

1 yr 7 mos

Current Experience

Motilal oswal wealth limited

Executive Group Vice President & Head - Products

Sep 2024 – Present · 1 yr 7 mos · Mumbai, Maharashtra, India · On-site

Greenedge capital advisors private limited

Managing Partner

Aug 2022 – Sep 2024 · 2 yrs 1 mo · Mumbai, Maharashtra, India

Market KnowledgeWealth ManagementInvestment AdvisoryFixed IncomeAsset AllocationAlternative Investments+2

Credit suisse

Vice President

Aug 2020 – Aug 2022 · 2 yrs · Mumbai, Maharashtra, India

Product ManagementAlternative InvestmentsHedge FundsFixed IncomePrivate EquityQuantitative Research+2

Icici securities

Assistant Vice President - Private Wealth Management

Aug 2013 – Mar 2020 · 6 yrs 7 mos · Mumbai, Maharashtra

Profile comprises of Investment Advisory & Portfolio Analytics cum Product research and Corporate Strategy.
A. Investment Advisory and Portfolio Analytics
Led Investment Advisory business. Also Launched online platform for Direct Plan MF investments under Advisory.
Customized Investment Policy Statement and asset allocation for clients based on objective and risk-return expectations.
Curated propositions for various client segments – Doctors, CXOs, Celebrities etc
Responsible for monthly Investment Strategy and Managing Model portfolio performance.
B. Product Research/Due Diligence
Engaged in Product On-boarding process – initial screening and due diligence
Pitched product/Fund ideas with scenario analysis & positioning for target client segments
C. Corporate Strategy & Other Initiatives
Keeping track of emerging Trends in Wealth Management space. Worked on various digital initiatives and media coverage of I-Sec PWM through articles & views.

Market KnowledgeDigital StrategyAsset AllocationFamily officeInvestment AdvisoryPortfolio Management

Mape securities pvt. ltd.

Assistant Vice President

Mar 2010 – Jul 2013 · 3 yrs 4 mos · Mumbai, Maharashtra

Profile of Quant Analyst & Sales Trader for Institutional Clients (mainly Delta 1 and Prop Desks of bulge bracket banks & Hedge Funds).
Designed and Back tested System Trading Strategies using MATLAB, Excel, Bloomberg & Wealth Lab
Conceptualized and assisted Implementation of Derivative Products - a. Dynamic Hedging Strategies, b. Volatility Trading c. Monthly Rollover Analysis and d. Arbitrage Trades
Developed Long/Short Strategies: a. Sector neutral monthly holding period and b. Relative Out-Performance in the highly correlated stocks
Designed factor (Volatility & momentum) based asset allocation (Equity, debt and Gold) strategy
Created Daily Report with intraday Trading Calls, previous day activities & snapshot of global markets.

Exchange Traded DerivativesFuturesMarket KnowledgeStockbrokingQuantitative ResearchSales Trading

Ibm global services

Financial Analyst

May 2009 – Mar 2010 · 10 mos · Gurgaon, Haryana

Part of Finance team handling USD 2 Bn Strategic Outsourcing contract from Bharti. Responsible for Monthly Invoicing, Vendor Accruals, Revenue reconciliation and Project Performance Reports. Invoicing based on revenue sharing model, Accruals & Revenue Recognition as per IBM Accounting Guidelines
Developed Scenario based Investment and Revenue analysis Model to forecast the Profitability of contract.

Mape advisory group

Summer Intern

Apr 2008 – May 2008 · 1 mo · Mumbai, Maharashtra

- Developed and back-tested (using Bloomberg, MS Excel and MATLAB) model to create portfolio using Financial Ratio and Beta. Model was adopted by various HK and Singapore based proprietary trading desk of Investment Banks and Hedge Funds.

British telecom

Associate Consultant

Jul 2006 – Jun 2007 · 11 mos · Bengaluru, Karnataka

Profile was of Software Engineering cum Consultant to manage the outsourced implementation work.
Implemented a tool using Java and Oracle DB to integrate ordering, billing, servicing related data for BT use. Optimized the performance of the tool by load balancing and multi-threading.
Coordinated between external client and BT employees located at India and UK for a 3-month period. Completed the deployment, customization and testing of integration tool 10 days ahead of schedule
Enhanced the data quality of information by approximately 40 % by applying business intelligence rules.