Ritvik Singh Rautela CWM®

CEO

Delhi, India5 yrs 6 mos experience

Most Likely To SwitchAI ML Practitioner

Key Highlights

Led a 10-member team in product development.
Developed digital platforms enhancing investment accessibility.
Managed high-net-worth client portfolios exceeding ₹50 Cr.

Stackforce AI infers this person is a Fintech professional with expertise in wealth management and digital transformation.

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Skills

Core Skills

Product DevelopmentWealth Management ServicesDigital TransformationInvestment AnalysisInvestment Research

Other Skills

AdvertisingAngel InvestingArtificial Intelligence (AI)Back-End Web DevelopmentBond MarketsBond PricingBuilding Business PartnershipsBusiness AcumenBusiness Relationship ManagementBusiness StrategyBusiness ValuationCompany ValuationCompliance ManagementContent Management Systems (CMS)Corporate Finance

About

Results-driven financial professional with over 6 years of experience in wealth management, product development, and digital transformation. Proven expertise in leading high-performing teams, managing high-net-worth client portfolios, and driving revenue growth through innovative financial products and strategies. Skilled in asset allocation, financial planning, market research, and stakeholder relationship management. Holds multiple NISM certifications and a Chartered Wealth Manager (CWM) designation.

Experience

5 yrs 6 mos

Total Experience

5 yrs 6 mos

Average Tenure

5 yrs 6 mos

Current Experience

Wise finserv

4 roles

Head of Product & Vice President

Promoted

Dec 2022 – Present · 3 yrs 6 mos · Noida, Uttar Pradesh, India · On-site

Built and led a 10-member Product & Research Team, overseeing recruitment, training, and process implementation.
Designed customised financial modules, including Asset Allocation, Retirement Plans, Financial Plans, and advanced Financial Models.
Curated and evaluated a diverse product portfolio comprising Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Bonds, and Structured Products.
Authored regular and event-driven research reports, monitoring market data to inform investment strategies.
Supported sales team in closing high-value deals, driving significant revenue growth.
Developed tailored investment strategies for high-net-worth clients with portfolios exceeding ₹50 Cr.
Established internal protocols, sales contests, MIS formats, and Go-to-Market strategies to enhance operational efficiency.
Delivered investment awareness sessions for corporates, PSUs, and the Government of India departments.
Conducted in-depth market trend analysis, customer behaviour studies, and competitor strategy evaluations to optimise product offerings.
Fostered strategic partnerships with AMCs, banks, NBFCs, Fund Managers, and Product Teams.

Product DevelopmentWealth Management ServicesMarket AnalysisStakeholder ManagementInvestment Strategies

Vice President- Private Wealth Solutions

Jun 2022 – May 2023 · 11 mos · Noida, Uttar Pradesh, India · On-site

Led a 50-member Financial Product Distribution Division, achieving consistent satisfactory P&L
Managed key relationships with High Net-Worth Individuals (HNIs), retired PSU executives, civil servants, and business owners.
Built a sales team for the Digital/Retail division

Wealth Management ServicesStakeholder Management

Assistant Vice President - Digital Transformation

Dec 2020 – Jun 2022 · 1 yr 6 mos · Noida, Uttar Pradesh, India · On-site

Spearheaded the development of Wise Funds, a digital investing platform for retail investors, enhancing user experience.
Led the creation of WiseBonds, an online platform for bond price discovery, trading, and KYC processes.
Drove digital transformation initiatives to streamline investment processes and improve accessibility.
Collaborated with vendors and stakeholders to ensure successful execution of digital projects.
Conducted risk assessments for Asset Management Companies to provide informed investment options.
Performed research on fixed-income and equity-based asset classes to support product development.
Executed digital marketing campaigns to boost sales and brand visibility.
Managed relationships with digital media stakeholders to facilitate collaboration.

Digital TransformationRisk ManagementMarket Analysis

Investment Banking Summer Analyst

Jun 2019 – Aug 2019 · 2 mos · Noida, Uttar Pradesh, India

● Researched various Fixed Income and Equity-based asset classes.
● Worked directly under the supervision of Mr Ajay Kumar Yadav CFP, the CEO and CIO.
● Assessed and profiled various Asset Management Companies on various risk parameters for the clients.
● Profiled various publicly listed companies in the BFSI Sector

Investment ResearchRisk Assessment

Gsf india

Entrepreneur In Residence

Aug 2019 – Oct 2019 · 2 mos · Gurugram, Haryana, India

Reported directly to CEO & Co-founder, analysing start-ups in Health-Tech, AI, and Fin-Tech for investment opportunities.
Monitored and updated progress on the CEO’s investment portfolio to support decision-making.
Supported the Korea Start-up Centre in a joint accelerator program with GSF, fostering cross-border start-up growth.
Assisted Gastrotope Incubator in managing Agritech and Foodtech start-up cohorts.

Investment AnalysisMarket Research