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People · Platforms & Custody · Investment Leaders
Investment Advisor North, Axis Securities | Ex HDFC | Ex Stan Chart | Ex ICICI || NMIMS ll IIM-B
Lead - Investment Advisor & Multi Family Office - North · Axis Direct
Chirag Verma — Lead - Investment Advisor & Multi Family Office - North · Axis Direct · Delhi, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Money may not buy happiness, but smart investing can sure get you close! As a private banker with over a decade of experience in investment advisory, I'm all about helping clients achieve their financial dreams. My core areas of expertise include wealth management, investment advisory, business development and client acquisition. Let's build your fortune together - let's connect!
Experience
Lead - Investment Advisor & Multi Family Office - NorthCurrent
Axis Direct · Delhi, India
Nov 2025 – Present
As the Portfolio Advisor I work with affluent and ultra-high-net-worth families to deliver structured, long-term wealth management strategies. My role involves building multi-asset portfolios aligned to each family’s objectives, risk appetite and liquidity needs, supported by a disciplined asset allocation framework. I partner closely with clients to create and maintain comprehensive investment roadmaps — including customised IPS design, periodic strategy recalibration, and ongoing risk monitoring. Beyond portfolio management, I support families with broader family-office requirements such as wealth consolidation, generational planning, and coordinated reporting across multiple advisors and asset managers. I collaborate with internal and external specialists across lending, estate planning, alternatives and global investments to offer clients a unified, high-quality advisory experience. My approach emphasises transparency, research-driven decision-making and continuous dialogue, ensuring families benefit from a senior, holistic point of guidance for all aspects of their financial ecosystem.