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Anurag Seth — Co-Founder & CEO · Aevitas Capital · Mumbai, Maharashtra, India.
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About
As Co-Founder and CEO of Aevitas Capital since 2020, I lead a multi-family office and boutique investment firm dedicated to providing customized wealth management solutions. Aevitas Capital is a AMFI registered Mutual Fund Distributor ( ARN 169849), SIF Distributor and APMI Registered PMS Distributor Our core mission is to empower clients with a holistic approach to preserving and creating wealth by offering tailored portfolio strategies supported by robust research, advanced technology, and a highly skilled team.
With over 25 years in the financial industry, including credentials as a Qualified Family Office Professional (QFOP), my focus remains on fostering trust and creating enduring client relationships. By embracing a unique ‘forever’ relationship philosophy, Aevitas Capital delivers client-centric wealth solutions through a collaborative and performance-driven approach.
Experience
Co-Founder & CEOCurrent
Aevitas Capital · Mumbai, Maharashtra
Jan 2020 – Present
AEVITAS Capital is a solutions oriented multi-family office and boutique investment firm. Our core philosophy at AEVITAS is based on a holistic approach that helps both preserve and create wealth for relationships we manage through dynamic portfolio recommendations backed by strong research, technology and expert team. Our solutions are bespoke, customized as per requirements with an open architecture platform. We are believer of ‘Trust’ approach and bring a unique ‘forever’ relationship philosophy for our clients.
Director and Head- Global Wealth Management
Quant Capital · mumbai area, india
Oct 2011 – Dec 2019
Lead and Manage Wealth Management and Advisory business. > quant Capital gets awarded at CNBC TV18 Financial Advisor awards. Becomes the youngest firm to win in the category. > quant Global Wealth Management adds INR 3000 Crs under Asset Under Advisory including all clients financial assets through Performance led advisory and good execution go towards having client centric advisory approach. >Advisory led approach with focus on absolute returns ( portfolio) at all times rather than product scheme returns. >Active and Robust Equity Advisory platform delivering consistent outperformance on client portfolios. >Only platform performing on being a Global Asset Allocator and to have advised to build asset allocation from June 2013 onwards. Outperformance across client portfolios through active asset allocation across onshore and offshore exposure. Achievements: a) Awarded as " Most Admired Service Provider in Financial services" at ABP News Awards 2014 at Mumbai. B) Leading quant Global Wealth to record profit for 2014-15 with Advisory income and AUM showing consistent increase over last year. C) Quant Global wealth Management gets short listed for Best Boutique Wealth Management Company - India at Wealth Briefings Asia Awards 2013. D)Built a robust platform and delivered record profits through effective execution and building quality asset book in 2013-2014 and increased AUA/AUM by 80%. E)Launch of unique proposition on Wealth Management , with Portfolio Yield approach rather than product centric approach. F) In line recommendation on portfolio, based on Fundamental, quantitative and behavioural research reports. H)Mobilising team to scale business and develop a long term effective Wealth platform. I)Quant Global Wealth associates with AIWM and presents Family Office Summit 2013& 2014.The first international conference on Family Offices in India .
Education
Skills
Recent activity
quant Global Wealth Management team awarded at Best Financial Advisor Awards 2014-15
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