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People · Platforms & Custody
Gauri Chugh — Principal Officer and VP, Portfolio Advisory Services · HSBC · Mumbai Metropolitan Region.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
18 years across investment banking and portfolio advisory, putting me at a unique vantage point in the Indian private wealth sector. Built and scaled HSBC's NDPMS platform from ground up servicing its private banking clients. Previously spent 15 years in M&A and PE syndication, advising corporates, financial sponsors, and institutional investors across complex, multi-stakeholder transactions. The result: a perspective that spans the full investment continuum, from deal structuring and private markets to portfolio construction, client advisory, and governance. I am always keen to connect with industry veterans, thought leaders, and practitioners in alternatives, private markets, and UHNW wealth management to exchange perspectives, stay close to how the industry is evolving, and learn from people building interesting things. NISM XXI B | CAIA Level I | MBA Finance, SIBM Pune
Experience