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Pradeep Sangunni — Executive Director · Client Associates | The Family Office Stack

People · Advisors · Finance & Operations

Pradeep Sangunni

Private Wealth & Family Office Executive | Strategic Wealth Stewardship | Legacy Planning | Alternative Investments

Executive Director · Client Associates

Role confidence VerifiedLocation Bengaluru, Karnataka, IndiaFollowers 974Connections 942

Pradeep Sangunni — Executive Director · Client Associates · Bengaluru, Karnataka, India.

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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

Experience

Executive DirectorCurrent
Client Associates · Bengaluru, Karnataka, India
Apr 2023 – Present
Vice President & Priority Circle Manager
Kotak Mahindra Bank · Bengaluru, Karnataka, India
Apr 2018 – Sep 2019

Education

PSG College of Technology — MBA, Marketing & Human Resource · 2004 – 2006
Bishop Cotton Boys High School

Skills

Wealth Management Services

Multi family office

Equities

Strategic Financial Planning

Business Development

Investments

Derivatives

Team Management

Retail Banking

Private Banking

Relationship Management

Portfolio Management

Banking

Capital Markets

Cross Selling

Management

Management Information Systems (MIS)

Business Analysis

Business Strategy

Customer Relationship Management (CRM)

Sales

Wealth Management

Related professionals · Client Associates

Aashish Mishra — Private Banker-Associate Director
Abhimanyu Nair — Managing Partner
Amman Grovvar — Vice President - Private Wealth Management
Ananya Shanckaram — Associate Business Development Manager
Chatradhar Paritala — Executive Director
Deepak Jain — Vice President

More Finance & Operations

Rinkoo Somani — Group Chief Financial Officer · Dani Family Office
Subia Kapoor — Lead- Operations & Service I Gurnani Family Office I · Assago Group
Chaitanya Dabholkar — Chief Investment Officer · Asiana Alternative Investment Fund
Danish Akhtar — Vice President · Anand Rathi Wealth Limited
Aditya Gangan · InCred Wealth
Rima Mathias — VP - Key Clients Group Family Office · 360 ONE Wealth

Organisation

Client Associates

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown