Parthapratim Basu

As a Seasoned Private Banking and Wealth Management professional for over 2 decades plus timeline, I have been involved primarily in driving business as a Senior Level Front Office Resource, for local and international Private Banking and Wealth Management outfits. Over the multi year horizon, I have pivoted my efforts towards managing large promoter driven Family Offices and UHNIs, domiciled across India and Global Non Resident geographies. Hands-on management of the sizeable AUM under my radar, requires more than just "insights"— it requires an institutional protocol for capital preservation and growth. I bridge the gap between bespoke investment ideas in private or publicly listed entities and executable MnA deal-flows, by maintaining a direct pulse on capital markets and a close proximity to the promoter fraternity, across sectors and geographies. My work centers on building optimal financial roadmaps, while integrating capital market leverage with various asset classes. Core Focus: High-Conviction Equity and Fixed Income | Risk Mitigation | Private Placements | Real Estate I Trusts and Estate Planning Specialties: Wealth Management Strategy / Dynamic Asset Allocation /

Revenue and PnL Management / Bespoke Wealth Protection Advisory