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Abinash Babu — Executive Partner · IIFL Capital Services Limited · Bengaluru, Karnataka, India.
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About
Most Wealth Managers give you a portfolio. I give you a plan that outlives you. Over 15 years across every layer of Indian Financial Services:
Equities at ICICI Securities, Asset Management at Reliance Mutual Fund, Private banking at HDFC, and Now Institutional Wealth Advisory at IIFL Capital.
I've seen how wealth is built, distributed, and lost. That full-spectrum view is what I bring to every client relationship. As Executive Partner at IIFL Capital and a Certified Private Wealth Manager, I work with CXO's, founders, entrepreneurs, and business families to build financial systems that compound quietly in the background while they focus on what they do best. What I work on:✔ Tax-efficient investment strategies for HNIs,UHINs & promoters✔ Treasury management & debt structuring for growth-stage startups✔ Trust & estate planning for intergenerational wealth transfer✔ Access to Pre-IPO, Private Equity & exclusive alternate investments✔ Surplus management & personal wealth advisory for founders' post-liquidity✔ Personal wealth advisory for founders navigating liquidity events⇪ I grew up in an Armed Forces family moving across India, meeting people from every background imaginable. That upbringing gave me something no textbook could: the discipline to stay steady in volatile markets, and the empathy to understand what wealth really means to each family I serve.⇪ If you're a founder, business owner, or family navigating a financial milestone a liquidity event, a legacy plan, or simply the chaos of growing wealth then I'd be glad to have a conversation. Reach out directly or connect here. ✔ The resilience, passion, and sense of purpose I witnessed growing up have become cornerstones of my professional ethos. They remind me that excellence is a habit, trust is earned over time, and true success lies in delivering lasting value to those we serve.
Experience
Executive PartnerCurrent
IIFL Capital Services Limited · Bengaluru
Jan 2026 – Present
Leading End-to-End Wealth advisory for HNI, UHNI, and Promoter families leveraging IIFL Capital's integrated platform across Wealth Management, Institutional Equities, and Investment Banking to deliver high-conviction, long-horizon financial strategy. ★ Wealth & Capital Strategy : Design comprehensive financial plans for entrepreneurs and business families, covering asset allocation, tax efficiency, and long-term capital compounding across equity, fixed income, and alternatives. ★ Exclusive Deal Access : Provide clients privileged access to Pre-IPO opportunities, Private Equity, Venture Capital, AIFs, REITs, structured credit, and offshore investments through IIFL's institutional and IB network. ★ Research-Backed Advisory : Deliver institutional-grade investment recommendations across asset classes, aligned to each client's risk profile, liquidity needs, and return objectives. ★ Family Office & Succession Planning : Collaborate with legal and tax advisors to structure trusts, succession frameworks, and asset protection mechanisms for seamless multigenerational wealth transition.
Senior Vice President
Centrum Wealth · Bengaluru
Apr 2025 – Dec 2025
Elevated to SVP to lead high-complexity advisory mandates for HNI clients, family offices, and founder-led businesses with full ownership of client strategy, product delivery, and team mentoring. ★ Family Office Advisory : Structured comprehensive wealth frameworks for business families including trust formation, succession planning, and cross-generational asset protection. ★ Tax-Efficient Structuring : Leveraged Gift City and offshore investment routes to optimise after-tax returns for promoter and entrepreneur clients. ★ Startup & SME Treasury : Delivered specialized treasury management, debt structuring, and surplus deployment solutions for growth-stage businesses and their founders. ★ Team Leadership : Mentored junior advisors on client engagement, product suitability, and compliance standards, contributing to team capability and retention.
Education
Skills
Recent activity
Setting Clear Financial Goals Before You Invest
Starting Strong: The Essentials Every New Investor Should Know
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