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Aashish Agarwwal — Managing Partner · GLOBVEST · Gurgaon, Haryana, India.
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About
As Managing Partner at Globvest, I specialize in navigating the complex world of cross-border wealth for NRIs, UHNIs, and Global Indian Families.
With over 16 years of experience, I advise elite clients on bespoke investment portfolios, legacy and succession planning, global tax-efficient structuring, and philanthropic advisory.
My approach blends precision, discretion, and foresight—ensuring multigenerational wealth is preserved, protected, and enhanced. Whether you're scaling global businesses, relocating assets across jurisdictions, or transitioning family wealth, I bring the networks and expertise to guide you.
🌍 Expertise in:
NRI & UHNI Wealth Structuring
Family Office Advisory
Global Investment Strategies (India, UAE, Singapore, Mauritius)
Succession & Legacy Planning
Alternative Investments & Private Equity
🤝 Let’s connect if you're a global Indian building a timeless legacy.
Experience
Managing PartnerCurrent
GLOBVEST · Gurgaon, Mumbai, Dubai, Virtual Global
Apr 2018 – Present
Led the transition of a Indian boutique advisory firm into a full-service for global Indian clients Structured and managed $80M+ in diversified investments across geographies and asset classes Advised 50+ families on intergenerational wealth planning and offshore trusts Established investment frameworks in Dubai, Singapore, and the UK for NRIs and business families Regular speaker at international wealth summits and private client forums
DVP-Exclusive Banking
IndusInd Bank · Gurgaon, India
Jul 2013 – Feb 2018
Education
Skills
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