Niket Waghchoure | The Family Office Stack

Niket Waghchoure · Mumbai, Maharashtra, India.

Direct contact

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About

Seasoned Private Banking and Wealth Management professional with 12+ years of experience in managing HNI and UHNI client relationships. Currently associated with ICICI Securities, specializing in portfolio management, investment advisory, alternative investments, estate planning, and family office solutions. Proven track record of building long-term relationships, delivering tailored wealth solutions, and helping clients achieve their financial objectives through a holistic approach.

Experience

Private BankerCurrent
Icici Securities Limited · Mumbai
Dec 2024 – Present
• Managing and growing relationships with HNI and UHNI clients through customized wealth management solutions. • Advising clients across Mutual Funds, PMS, AIFs, Bonds, Structured Products and Insurance solutions. • Conducting portfolio reviews and providing investment strategies aligned with clients' financial goals and risk appetite. • Acquiring new-to-bank relationships and enhancing wallet share through cross-selling and advisory-led engagement. • Collaborating with product specialists to deliver comprehensive wealth management solutions. • Monitoring market trends and providing timely investment insights to clients. • Ensuring superior client service, relationship retention, and adherence to regulatory and compliance standards.
Deputy Branch Manager
Kotak Mahindra Bank · Thane, Maharashtra, India
Sep 2023 – Dec 2024

Education

Vidya Prasarak Mandals K G Joshi College of Arts & N G Bedekar College of Commerce Chendani Bunder Road Thane 400 601 — bachelor of management studies, Accounting and Finance · 2011 – 2014
home of faith english high school

Skills