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People · Platforms & Custody · Investment Leaders
Head of Operations | 23+ years in financial services | Driving operational excellence in private wealth management & multi-family office | Expertise in process optimization & SEBI/AMFI regulatory compliance |
AVP – Alternatives & Wealth Solutions | Wealth Management Operations, Regulatory Compliance · Dolat Capital
Harminder Dhillon — AVP – Alternatives & Wealth Solutions | Wealth Management Operations, Regulatory Compliance · Dolat Capital · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I’ve spent over two decades navigating the intricate world of wealth management and family offices. My journey has been shaped by a commitment to operational excellence — a principle I hold dear as I believe it's the backbone of exceptional client experiences. At Kfin Technologies Ltd., I had the opportunity to oversee more than 10,000 Crores in Assets Under Management, which taught me that every detail matters when serving clients effectively.
In my role as Head of Operations at various esteemed firms, I focused on refining processes that not only optimized operations but also enhanced client satisfaction. Each position has been a stepping stone toward understanding how effective operations can transform client relationships.
I thrive on challenges and enjoy collaborating with teams to find innovative solutions. Whether it’s optimizing workflows or ensuring regulatory compliance, I approach each task with an eye for detail and a heart for service.
As I look ahead to new opportunities in this dynamic industry, I'm excited to leverage my experience to drive further innovation in operational practices.
Skills: - Operational Excellence - Process Optimization - Client Satisfaction - Wealth Management - System Evaluation & Integration