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Sr Director
Sr Director - Family Office & Portfolio Analytics · LGT Wealth India
Rajesh Rajgopal CFPcm — Sr Director - Family Office & Portfolio Analytics · LGT Wealth India · Chennai, Tamil Nadu, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Private Banking and Broking are my forte with over two and half decades of experience in audit and financial services. Currently, a part of
team at LGT Wealth India as Sr Director - Family Office, Products and Analytics. Began career as an Internal auditor. Then a decade in managing dealing desks of Karvy - Private Client Group at Kolkata and Chennai. A five year stint with Religare Macquarie Wealth Management in Chennai. Adjudged as a " Select " Relationship Manager. A four year stint at ICICI Securities Private Wealth Ltd in client advisory. Speaker at forums on Financial Literacy. Addressed the Staff of Canadian Embassy in India (June 2024) on financial management. I'm a CFP® from FPSB . I've graduated from St Xaviers College Calcutta, in B Com (Hons.) and have passed CA- Finals (gr II). I hold most of the certifications required for Capital Markets in NCFM, IRDA and NISM including NISM XIII for SIFPast president -Lions Club Green Park. Chennai.
Experience
Sr Director - Family Office & Portfolio Analytics