Agam Vakil — Investment Advisor · Centricity WealthTech

Agam Vakil — Investment Advisor · Centricity WealthTech · Mumbai, Maharashtra, India.

Direct contact

No direct contact on file for Agam yet.

About

I partner with family offices, treasuries and UHNIs, providing tailored investment strategies and financial solutions designed to protect, grow, and transition wealth across generations

Experience

Investment Advisor
Centricity WealthTech
Apr 2026 – Oct 2026
Unwinding complexities in and streamlining Rs 100 crore+ portfolios. Advisor to family offices, treasuries and UHNIs, I leverage best-in-class technology (iNViCTUS) and research to structure, deploy and rebalance client portfolios through equity (listed and private), non-equity and debt avenues in cognizance of costs and taxation. | I construct portfolios through white-listed products based on client-objective drawn investment policies statements (IPS) and risk profiles
VP - Coverage & Origination
Waterfield Advisors
Mar 2025 – Mar 2026
Multi-family Office Advisory – Personally tailored wealth solutions for family offices and ultra-high net worth individuals | Structuring, deployment and rebalancing client portfolios through equity (listed and private), non-equity and debt avenues in cognizance of costs and taxation. | Portfolios judiciously constructed through white-listed products based on client-objective drawn investment policies statements (IPS) and risk profiles | Firm-wide advisory support in assessing direct equity positions and portfolios

Education

Monash University — Master of Business Administration (MBA), Finance · 2008 – 2009
Mumbai University Mumbai — Bachelor's degree, Business Administration, Management and Operations

Skills