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People · Platforms & Custody · Finance & Operations
Associate Vice President at Incred Wealth | Ex Sanctum Wealth | Motilal Oswal Wealth | Karvy Private Wealth | Yes Bank | Family Office Startups | SBI Caps Securities | Tata CMC.
Aditya Gangan · InCred Wealth · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Seasoned Operations and Wealth Management Professional with over 16 years of comprehensive experience in the financial services and banking industry. Proven expertise in investment operations, portfolio reporting, and process optimization across a wide spectrum of financial products, including Mutual Funds, PMS, NCDs, Structured Products, AIFs, and Private Wealth Management.
Demonstrated success in managing operations and client servicing for HNI and Ultra-HNI clientele, with a strong track record at leading organizations such as Karvy Private Wealth, Motilal Oswal Private Wealth, Yes Bank Ltd., Royal Bank of Scotland (Sanctum Wealth Management), and iFAST Financial India.
Skilled in driving end-to-end process improvements and implementing strategic operational frameworks. Adept in root cause analysis, identifying process bottlenecks, and deploying solutions that enhance efficiency and compliance. A strong advocate of the “First Time Right” (FTR) principle, ensuring accuracy and reduced redundancy in complex operations.
Known for delivering tailored portfolio reporting solutions and sustaining high standards of service quality while managing cross-functional teams and engaging with multiple stakeholders.