CFA VikramKumar Thanvi, VKT

Finance Professional with 25+ years of experience across #BFSI, #FinTech, #Capital Markets, #Family Offices, and #WealthManagement. Skilled in Investment Advisory, Asset Allocation, Risk Profiling, Portfolio Rebalancing, PE Investments, and Financial Modeling, with deep expertise in AIF & PMS Operations. Currently with Systematix Private Wealth Management, heading Operations and leading the AIF Ops, PMS Ops, PCG Ops and Distribution Departments. Previously worked with Avendus Wealth Management, Tandon Group, Miles Software Solutions (now EbixCash Financial Technologies), Eurus Group, and UniDEL Group, where I managed large-scale AUM, founded advisory firms, and contributed to building AssetVantage, a leading wealth-tech platform. My career spans diverse roles across CA firms, KPOs, brokerages, advisory firms, family offices, and product companies, giving me a holistic perspective on financial services and technology. Beyond finance, I am passionate about technology, movies, knowledge sharing, PR, and writing. I enjoy reading, traveling, fitness, and exploring creative pursuits. Specialties: Investment Management, Wealth Advisory, Compliance, Business Consultancy, and Operations across asset classes including Equities, Fixed Income, Real Estate, Insurance, Alternatives, and Collectibles.