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People · Advisors · Investment Leaders
Private Banker @ Ionic Wealth | MBA in Finance | Endurance Cyclist | CFI Level-I Cycling Coach
Private Banker · Ionic Wealth
Dhaval Philip Mathew — Private Banker · Ionic Wealth · Hyderabad, Telangana, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Nearly two decades of experience in Private Wealth Management, I currently serve as a Private Banker at Ionic Wealth, a cutting-edge wealth management platform combining institutional-grade AI analytics with human advisory. I focus on providing tailored private wealth solutions to India's emerging affluent and Ultra-High-Net-Worth Individuals (UHNI) segments, leveraging expertise in private wealth management, risk management, and portfolio and asset allocation strategies.
My professional journey has spanned leadership roles at respected firms like IIFL Capital Services and ICICI Securities Private Wealth Management, where I contributed to wealth management, corporate lending, and financial planning. I remain committed to enabling clients to achieve their financial goals through a blend of innovative tools and personalized advisory, fostering strong and lasting relationships.
Experience